Enter and validate your first accounting entries
Cathedra Manager's Finance module follows a simple three-step workflow — Draft, Committed, Validated — to give you rigorous tracking of every transaction. This guide explains how to create your first entry and move it through to validation.
Understanding the entry life cycle
Draft → Committed → Validated
- Draft: entry in progress, no impact on your accounts. Freely editable and deletable.
- Committed: entry confirmed, an accounting number is assigned. It appears in your reports.
- Validated: entry locked after verification. Any correction requires a reversal (automatic mirror entry).
Step 1: Create an entry
- In the menu, click Finance → New entry.
- Choose the type: Income or Expense.
- Fill in the label, amount, date, category and payment method.
- Add a supporting document by dragging and dropping the file.
- Click Save as draft.
Step 2: Validate the entry (move to Committed)
- From the entry list, click on your draft.
- Check the information, then click Validate entry.
- An accounting number is automatically assigned (e.g.
CPT-2026-0042). - The entry moves to Committed status and can no longer be freely edited.
Cash payments go directly from Draft to Validated — no Committed step required.
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