Operation types

An operation type is a named kind of document. You give it a code and a name, and then say which ledger accounts documents of that kind should use, whether they belong in VAT reporting, and, through a document series, what numbers they get.

You do not need any operation type to work. Invoices without one use the company's posting rules and the default numbering. Create operation types when different kinds of the same document must land on different accounts or in a different number range: for example ordinary sales, sales of services, and cash register sales.

They live under Settings → Operation types. The New operation type button opens the form described below.

The form, field by field

Code and Name

Code is your own short identifier, at most 20 characters, and it must be unique inside the company. Saving a second type with the same code is refused. It is the name that appears in error messages, so keep it recognisable, for example SALE or KASA.

Name is the readable description, at most 200 characters. Lists show it.

Sort order decides the position in lists. Lower numbers come first. Leave it at 0 if you do not care.

Invoice type

Optional. When set to Invoice, Credit note, Proforma or Advance invoice, this operation type may only be used on that kind of document. Trying to use it on another kind is refused, with a message naming the code. Leave it empty and the type fits any of them.

Payer partner

Optional, and honest warning: nothing in the system reads this field today. It is stored on the operation type and shown back to you, and no document, posting or report uses it. Leave it empty unless you want it as your own note.

The six account fields

Each of these replaces one default account that would otherwise come from the company's posting rules. An empty field means "use the default". They apply as follows.

Field	Used on	What it replaces
Debit account	Sales invoice, when issued	The customer receivable account
Credit account	Purchase invoice, when registered	The supplier payable account
Credit account	Sales invoice, when issued	The revenue account, but only when Income account is empty
VAT account	Sales invoice	The VAT payable account
VAT account	Purchase invoice	The VAT receivable account
Expense account	Purchase invoice lines	The expense account, used only when the line has no account of its own and the item has none either
Advance account	Sales invoice	The advances received account
Income account	Sales invoice	The revenue account, and it wins over Credit account

The flags

Sale and Purchase decide where the operation type may be used, and they are enforced. A sales document with an operation type that does not have Sale ticked is refused with "not a sale operation type", and the same for purchases. Tick at least the one you need.

Write-off, Internal movement, Purchase return, Sales return, Consignment, Production, Asset in, Asset out and Cash register sale are classification only. They are stored and shown, and you can filter on them, but no posting or report changes because of them today.

VAT register, ticked by default. Untick it and documents carrying this operation type are left out of the Lithuanian VAT return (FR0600) and out of the i.SAF sales and purchase registers. Use it for document kinds that must not reach VAT reporting.

SAF-T, ticked by default. Untick it and documents carrying this operation type are left out of the SAF-T file.

Active, ticked by default. An inactive operation type is refused when a document tries to use it, with "Operation type is inactive". Untick it instead of deleting a type that old documents still reference.

Numbering

An operation type does not carry a number range by itself. Under Settings → Document series you create a series and point it at an operation type. Documents using that operation type then take their numbers from that series.

Where operation types are used

• Sales invoices and purchase invoices — chosen on the document; the accounts above then apply.
• Stripe import templates — the authorization, payout and commission fields on a Stripe template each name an operation type. Those dropdowns are empty until you create operation types here. See Importing from Stripe.

A worked example

A company sells both goods and consulting, and wants consulting revenue on a separate account with its own number range.

1. Create an operation type with code CONS, name "Consulting", Sale ticked, Income account set to the consulting revenue account, everything else left empty.
2. Under Settings → Document series create a series, for example prefix KONS, and point it at CONS.
3. On a new sales invoice choose the CONS operation type. The invoice takes a KONS number, and its revenue posts to the consulting account instead of the default one.