Books is a bookkeeping layer synchronized to the 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 just 3 steps. Instead of tracking an expense through both Paid and Recorded status, once you make an expense as Paid it is automatically recorded in books moves directly to Recorded.
- Editing a paid expense’s amount or payee removes its ledger entry. Signatures reset, the entry goes away, and once the expense is re-signed and paid again, a fresh entry takes its place. This is meant to help you undo an accidental click, not change paid amounts after the fact.
Picking the opening-balance date
The setup wizard asks for an opening balance per account and the date it was correct as of. Use a date that matches a real bank statement (typically the last day of a month). Anything dated before the opening balance shows “—” in the running-balance column of the register — those entries become pre-Books history.
If you want pre-existing paid expenses to participate in the running balance, pick an earlier opening-balance date.
Turning it off
Flipping the Enable Books (beta) toggle off hides the Books section but preserves all your data. You can reenable the feature at any time.