1) To start adding a new payment transaction, click “New” button on top right of Payment sub-module page.
2) The button will pop-up a window with four button options as shown below:
- Button 3 – this button is to pay off an expense or refund a client.
3) To take money out, click Button 3.
4) A pop-up form will be displayed as shown below:
5) The form will require user to fill-in the following information:
- Client
- Link to Matter
- Bank Account
- Payment Method
- Amount (MYR)
- Date
- Remarks
6) Fill in all required information in the form.
7) To make changes, click “Save Changes”.
8) To cancel, click “Cancel”.