Financial Document Types

Financial Document Types is the selected company's read-only catalogue of supported posting documents.

Concepts

Organizations and Companies explains organization standards and company-owned settings.
Financial Document Processing explains how settings drive posting.
Organizations and Companies explains company scope.

Selecting the data

Search or filter by purpose, supporting ledger, or status. The list shows code, name, purpose, ledger, and status.

Reading the detail

Open a type and use its Posting and Details views to understand the business purpose, supported ledger behavior, and account roles. Codes and posting semantics are application-defined.

Source and scope

Document types are not created or edited on this screen. They are supplied by Voyzu's financial model and exposed to API clients and integrations.

Refresh and export

Refresh before relying on recently posted activity. Export where the screen offers it, and record the selected company and filters with any output used as evidence.

Corrections

This is an enquiry screen. Do not try to alter a ledger result here. Correct the source setup where appropriate, or post a supported correcting document or reversal so the financial and audit histories remain complete.