Books is a bookkeeping layer built into your Volo Cash expense workflow. Turn it on with the Enable Books (beta) toggle on the Organization settings page.
How the workflow changes
- Expenses move through 3 steps instead of 4. When you mark an expense Paid, it’s recorded in your books automatically. There’s no separate Recorded step.
- Editing a paid expense’s amount or payee removes its books entry. Signatures reset and the entry goes away. Once the expense is re-signed and paid again, a fresh entry takes its place. This is meant to undo an accidental click, not to change a paid amount after the fact.
Setting opening balances
The setup wizard asks for an opening balance for each account and the date it was accurate. Use a figure and date from a real bank statement, usually the last day of a month. From there, the register builds each account’s running balance forward, so the latest row always matches the account’s current balance.
Turning it off
Switching the Enable Books (beta) toggle off hides the Books section but keeps all your data. You can turn it back on at any time.