Directories in Keruy™ are used for centralized list management. They are used to unify categories, transaction types, processes, etc.

Location

The tool for configuring directories is located on the navigation panel on the left, under "Settings", in the "Basic" block

The list of available directories is displayed in a tabular format, divided into categories. Its view can be changed according to your own criteria using filters, columns, and other tools. Creation, editing, and basic configuration of directories for further work with data are carried out here

Adding a Directory

You can add a new directory by clicking "+Add" on the main page

In the form for creating a new directory, you need to specify its "Name" and "Key". These values are conditional and should match the purpose of the directory. The key is formed in English and is a translation or a shortened description of the name

For example, if you create a directory "Packaging" to be used for the product list, the key can be items_packing, which translates to "Product Packaging"

Adding Categories

You can add corresponding categories to existing directories. To create a new category, navigate to the required directory and click the "+Add" button

In the form, you must specify the Entry Name. This concept is conditional and serves informational purposes

Editing and Deleting

To make changes or delete an entry from the directory, click on its name

Deleting directories or their categories is only possible if the user has appropriate access rights and there is no linked data. If any dependent information is linked to the directory (contractors, product list, etc.), deletion will be unavailable

Directories in Documents

Directories are an integral part of the form for creating a document, adding a product, or a counterparty. They are designed to standardize accounting by setting up categories, and ensure a unified approach to accounting and structuring information. In the document settings you can define directories relevant to it according to its purpose

According to the sample, thanks to the category, we correctly classify the expenses of the organization according to their purpose: utility bills or advertising expenses, etc.

Directories in Reports

Classification by directories is best represented in reports, enabling you to track cash flows by corresponding categories