Aanpassingen

Functies toevoegen/verwijderen

Banana Boekhouding Plus biedt de mogelijkheid om nieuwe functies aan het bestand toe te voegen. Zie ook Toevoegen/verwijderen van functies.

Voorbeeld functies toevoegen verwijderen

Toestaan van hoofdletters en kleine letter in rekeningnummers en codes

Wanneer de rekeningen in het rekeningschema beschrijvend zijn (bijvoorbeeld contanten) converteert het programma standaard de lettertekens naar hoofdletters. Door deze functie te activeren staat het programma toe dat de rekeningen zowel met hoofd- als kleine letters geschreven worden.
In de transactietabel wordt in de kolom Rekening de naam uit de rekeningentabel overgenomen.
Let op dat rekeningnamen in dit geval hoofdlettergevoelig zijn, 'Contanten' is een andere rekening dan 'contanten'.

Items-tabel toevoegen

Informatie is te vinden in de documentatie over de Items tabel.

Kolom 'Items' toevoegen in transactietabel

Informatie is te vinden in de documentatie over Items kolommen in de transactietabel.

Items tabel en kolommen 'Items' toevoegen in de transactietabel

Informatie is te vinden in de documentatie over Items tabel en over Items kolommen toevoegen in de transactietabel.

Adreskolommen toevoegen in de rekeningentabel

Voor boekhoudbestanden.

Met deze functie kunt u kolommen toevoegen aan de rekeningentabel voor het invoeren van de adressen van klanten, leveranciers, leden of anderen.

Ga als volgt te werk om deze functie toe te voegen:

  • Klik op menu Extra
  • Kies het Functies toevoegen/verwijderen... commando
  • Kies Adreskolommen toevoegen in de rekeningentabel. (Als deze functie niet wordt weergegeven betekent dit dat deze al is geactiveerd).

Het programma voegt in de rekeningentabel toe:

  • De Adres weergave waarin de toegevoegde kolommen zichtbaar zijn.
  • De kolommen waarin u adresgegevens en andere informatie kunt invoeren.
    • Om deze kolommen ook in andere weergaven zichtbaar te maken gebruikt u het Kolommen instellen commando van het menu Gegevens.
    • Om andere weergaven te maken met specifieke kolommen gebruikt u het commando Tabellen instellen van het menu Gegevens.

Budget tabel toevoegen

Met deze functie geactiveerd kan in het boekhoudbestand financiële planning gedaan worden doordat de budgettabel toegevoegd wordt waarin u budgettransacties kunt invoeren.

Zie voor meer informatie de pagina Budget tabel.

Bewerkbare kolom BTW bedrag type in transactietabel instellen

In boekhoudbestanden met BTW kan met deze functie de kolom Bedragtype (BTW bedrag type) veranderbaar gemaakt worden.

In deze kolom kunt u, indien nodig, een van de volgende BTW bedrag types invoeren voor iedere transactie:

  • 0 (of lege cel) = bedrag is inclusief BTW
  • 1 = bedrag is inclusief BTW
  • 2 = BTW bedrag, het bedrag wordt beschouwd als het BTW bedrag
  • Het programma vult automatisch de standaardgegevens in vanuit de BTW code tabel (voor iedere code) in de kolom Bedragtype. Als bij uitzondering het bedrag anders is voor een BTW code kan 1 of 2 handmatig worden ingevoerd.
Let op

Door deze functie te gebruiken ontstaat er enige BTW gegevens incompatibiliteit met vorige versies die deze functie niet hebben.

 

Extensions

Extensions are additional modules of the program that allow the use of supplementary features; most of these are exclusively available with the Advanced plan of Banana Accounting Plus.

Below is the list of the main ones:

VAT Statement 2024 for Switzerland

It allows creating and printing the facsimile of the VAT form for Switzerland in PDF and XML formats for the electronic transmission of VAT data on the AFC portal. 

The VAT Statement is intended for two methods:

This extension is exclusively with the Advanced plan of Banana Accounting Plus. For more information...

QR Invoicing for Switzerland

This extension generates invoices with QR codes, following the new Swiss regulations. In the Advanced plan, additional customizations are available for both Integrated Invoicing and Estimates and Invoices.

Financial Analysis and Cash Flow

Advanced financial reports and charts for your double-entry accounting, including the financial statement, standard financial reports, Dupont analysis, and Altman index. You can compare historical data over multiple years and forecast data with the current year.

This extension is exclusively available with the Advanced plan of Banana Accounting Plus.

Securities Portfolio Management

To manage securities within your accounting file. It generates reports with details on the movements of your securities, reconciliation, and accounting valuation data for the portfolio.

This extension is exclusively available with the Advanced plan of Banana Accounting Plus.

Construction and Renovation Management

To manage construction and renovation projects. Easily keep track of your project costs, from the estimate phase to allocations and payments. See if costs align with estimates and avoid overruns and surprises. Data classification by expense category and companies involved.

This extension is exclusively available with the Advanced plan of Banana Accounting Plus.

List of all extensions

On our Extensions web page, you can find a list of all available extensions for Switzerland, Italy, and other countries.

Self-Programmed Extensions

For programming experts, it is possible to modify existing extensions or create new ones, and then manually install them into the program.

This possibility is exclusively available with the Advanced plan of Banana Accounting Plus.

Add tables

With Banana Accounting Plus, you can create simple tables to enter additional information directly into the accounting file, without using external documents and without complicating the main structure.

These are empty and fully customizable tables, ideal for organizing and collecting data according to your needs. They do not have built-in accounting functions but serve as a practical tool for organizing and collecting data related to business management.

You can add one or more simple tables to your file and, if necessary, link them either to one of the predefined tables in Banana Accounting Plus or to each other.

Possible uses of a simple table

Simple tables can be used to create lists and manage data that supports accounting, such as:

  • Employment records
  • Information, notes, appointments with customers and suppliers
  • Services provided to clients
  • Insurance policy deadlines
  • Property key management
  • Internal management notes and comments
  • References to contracts, projects, or ongoing cases
  • Task lists related to accounting

Advantages

  • Flexibility: you can freely decide the content and structure
  • Everything in a single file: your information remains always linked to the accounting
  • Simplicity: just add rows and columns, with no accounting knowledge required
  • Immediacy: once confirmed with OK, the table is immediately available in the file

How to add a simple table to the file

  • Open your accounting file
  • From the menu Tools > Add/Remove Functionalities > Add Simple Table

The program adds a new table to the existing file with the name you chose, including the following predefined columns:

  • RowId → used to uniquely identify each item.
  • Description → description of the item.
  • Notes → additional notes or information.

Simple table

For more information on tables you can add to your file, see the page:

  • Simple Table
    This page explains how to customize the table, show other predefined columns or add your own.

Examples of simple tables

To give you an idea of the possibilities, here are some examples:

  • Internal Notes Table
    In accounting, it’s often necessary to add notes about deadlines or messages for colleagues and managers. These notes are sometimes stored in Excel or Word files, risking they get lost or forgotten. By creating a simple table in the same accounting file, notes remain always available and easy to consult.
     
  • Volunteers/Events Table
    Useful for recording names, availability, and roles for events or association activities.
     
  • Sales Agents Table
    Allows you to collect information about agents, monitor areas of responsibility, and track client relationships.

In this way, simple tables become a real support tool for accounting, adaptable to the specific needs of your business.

How to create an Internal Notes table

In Banana Accounting Plus, you can create a simple table dedicated to Internal Notes, to collect reminders, annotations, and useful references directly within the same accounting file.
This way, you have all the information at your fingertips, without needing to use external documents.

How to create the Internal Notes table

  • Open the accounting file
  • Create the simple table and name it Internal notes
  • Set up the columns:
    • RowId = in our example, the Id column was hidden, as we don't need to link it to other tables
      Hide this column from the menu Data > Columns setup > Id (uncheck "Visible").
    • Description = in our example, we entered the subject of the note
    • Notes = the content of the note
    • Link = the link to the document related to the note.
      Add this column from the menu Data > Columns setup > Links (check “Visible”).

With this setup, you can create and manage a table of internal notes and documents directly visible in the accounting file, without needing additional files, and consult them at any time.

Using the Internal Notes table

  • You can record reminders, checks to perform, document references, and any other useful information.
  • The notes are always accessible and linked to the accounting file, without overloading the main structure.
  • When notes become numerous, you can simplify searching using the Filter rows feature: just type a keyword, and the program will display all rows containing it.

How to create a Sales Agents table linked to the Transactions table

In Banana Accounting Plus, you can create a simple table dedicated to Sales Representatives (or Agents) and link it directly to the Transactions table.
This way, you can associate each sale with the name of the agent who handled it, keeping all information within the same accounting file, without needing external documents.

Structure of the Sales Representatives table

The Sales Representatives simple table can include the following columns:

  • RowId → unique identifier code for the agent (also used for linking).
  • Description → additional information about the agent.
  • Commission Percentage → commission rate for each agent.
  • Notes → specific annotations.
  • Links → link to the commission contract or other related documents.

Linking with the Transactions table

To link the Sales Representatives table to the Transactions table:

  • Open your accounting file.
  • Go to the Transactions table.
  • From the menu Tools > Add/Remove Functionalities > Add columns to link tables.
  • Select the Sales Representatives table.
  • Indicate after which column the link should be added.
  • Confirm with OK.

The Transactions table will now include the linked columns:

  • RowId → where to enter the identifier code of the Sales Representative
  • Sales Representative → the description linked to the Id. When you enter the code, the agent’s name appears automatically.

For each sales transaction, you can select the agent’s name directly from the Sales Representatives table.

Advantages of linking

  • Centralization → all agent information remains in the same accounting file.
  • Traceability → each sale can be immediately associated with the agent who completed it.
  • Quick analysis → with the Filter rows function, you can display only transactions related to a specific agent.

Calculating commissions

  • Filter transactions by agent.
  • At the bottom of the info window, you immediately see the total sales amount.
  • To calculate the commission, you can:
    • In the Amount column, copy the total shown at the bottom of the window (after selecting the cells) and multiply it by the commission rate.
    • Export the filtered rows to Excel and apply the commission percentage formula.

With this setup, you can easily manage sales by agent, calculate commissions, and always have an up-to-date history within the same Banana file.