Create, Approve and Issue Payments

Navigate to the Create, Approve and Issue Payments:

Click the

button at the top taskbar. -> Accounting tab -> Create, Approve and Issue Payments Screen

Purpose of the Create, Approve and Issue Payments:

This screen is used to view, edit, approve and enter new payable transactions.

What you see in the Create, Approve and Issue Payments:

Selected project information.
View Payment button allows to view the selected payment scan.
Payable transactions list.
Show Transactions Between Dates allows the user to filter the payments by date.
Pay Open Invoices button screen.
Approve new payments to be paid button allows to change the status of the invoices.
All Projects button allows the user to see relevant payments for all existing projects.
Current Project button allows the user to see relevant payments for the currently selected project.
All Payments button shows all existing payments for all / current project.
Receivable button shows only receivable payments.
Payable button shows only payable payments.
SM. Commission button shows only salesman commission payments.
Agent Comm. button shows only agent commission payments.
Payments to Issue button shows open payments to issue.
New Payable button.
Edit Payment edits the selected payment.
Delete Payment deletes the selected payment.
Print Payment button allows to print the payment details.
Projects' Docs menu.
Project's Documents button opens Documents of ______ screen that contains all the documents associated with the project.
Customers button opens the customer list screen.
Project's Activities opens the Production Control screen.
Calendar not in use.
Recordings button opens the recordings list of the current project.
Lead Properties opens the lead properties screen.
Close button closes the menu.
H opens the lead history screen.
SMS buttons opens the send SMS screen.

How to use the Create, Approve and Issue Payments:

Edit Payment:
Select payable payment from payable payments list.
click on Edit Payment.
Make the necessary changes.
Click on Save.
Delete Payment:
Select payable payment from payable payments list.
Click on Delete Payment.
Confirm deletion.
Create new payable:
Click on New Payable (15).
Follow instructions on New Payable payment screen.
Pay Invoices:
Click on All Projects.
Click on Payable.
Click on Pay Open Invoices.
Follow instructions in the Pay Invoices screen.
Approve new payments to be paid:
Click on All Projects.
Click on Payable.
Click on Approve new payments to be paid.
Select a Payable from the Payable transactions list.
Click on space to change payable status.

NOTE:
New - open payable.

OK 2 Pay - OK to pay payable.

NO pay- Not OK to pay payable.
Payments to issue:
Click on All Projects.
Click on Payable.
Click on Payments to issue.
Select a transaction in Issue transaction list (Payable Transaction List).
Double click on the transaction.
Follow instructions in Payments List screen.

NOTE:

OK 2 Pay by: field shows who approved the payment.

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