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”.