A key that distinguishes the business transactions to be posted. The document type determines where the document, such as Customer orders, orders and invoices is saved and which account types are to be posted.
This categorisation ensures that specific financial processes can be clearly assigned and automatically posted. The document types cover the typical processes in a company:
- Outgoing bookingContains documents such as outgoing invoices, exit creditdelivery and returns.
- Incoming bookingIncludes the incoming invoicecredit memo, goods receipt and returns.
- Bank bookingIncludes postings such as incoming payment, outgoing payment and journal entry.
- Cash posting: For journal entries such as account assignment templaterecurring entries as well as outgoing invoices and payments.
- Payroll postingSpecific for the entry of payroll postings.
- Other bookings: Records all booking transactions that cannot be assigned to any of the above categories.
Each document type has a specific set of fields and functions that are tailored to the respective business transaction. An outgoing invoice, for example, contains details of the items sold, the customer and the invoice amount, while a goods receipt provides information about the items purchased, the supplier and the pricing.
The importance of the document type is particularly evident in the posting of business transactions. For example, an outgoing invoice is recorded in the customer's debtor account and in the revenue account. A goods receipt, on the other hand, is recorded in the supplier's vendor account and in the stock account.
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