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 4 – this button is for transferring fund between client account and office account.
3) To transfer fund, click Button 4.
4) A pop-up form will be displayed as shown below:
5) The form will require the user to fill-in the following information:
- Client
- Link to Matter
- From Account
- To Account
- 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”.