1) To access the Payments sub-module, click on “Finances” menu from top main menu, then click on “Payments” from dropdown as shown below:
2) The system will navigate the user to the Payment sub-module page as shown below:
3) The Payments sub-module page consists of six parts: Label 1, Label 2, Label 3, Label 4, Label 5 and Label 6.
- Label 1 – this is the button for adding new payments.
- Label 2 – this shows the payments amount summary.
It displays the payments information as follows:
- All Payments
- Deposit Received
- Invoice Paid
- Money Taken Out
- Label 3 – this shows the payments list summary.
It displays the following information:
- Bank Account
- Client
- Matter
- Action Type
- Payment Method
- Created At
- Amount
- Label 4 - this is the search bar function.
- This function enables user to search items within the payment list.
- To do a search, type in the item keyword in the search bar.
- The list will directly filter the payment list items according to the searched keyword as shown below:
- The function will instantly filter the payment list information with the entered keyword according to information within the payment list.
- Keywords not found within the payment list will display message “No matching records found”.
- Label 5 - shows function for exporting the flat fee list data.
- The functions for each button are as shown below:
- Label 6 – shows the payment list navigation bar.
- This function allows user to move the page, whether to go to previous page or next page, and view the total number of pages.
- The functions are as shown below:
