Follow the steps below to record the money that you have received.

1. Go to Bank.

There will be a subcategory under Bank and click Money In.

2. Click +New to create a transaction.

3. Select Contact *(money received from / Optional), choose to create a new contact or existing contact.

4. Select the Currency.

Note: The default currency is Malaysian Ringgit (MYR).

5. Key in own Receipt No. or the system will autogenerate it.
​ Note: Turn on Custom Numbering in the Company Settings > Number Formats to

override the auto-numbering.

6. Key in a References No. if any. *(Optional)

7. Add Tags for your transaction if any. *(Optional)

8. Select a Transaction Date.

Note: The default date is current date.

9. Scroll down and Click + Item to record the transaction.

10. Select an appropriate Account.

You can create a new account by clicking + Add Account.

11. Add a Description for the transaction.

12. Key in the Amount to record the amount received.

13. Select Tax account if any. (Optional)

14. Scroll down and Click + Payment to record the payment received.

15. Select the Payment Method, Deposit To and key in the Amount received.

16. Add the Reference No. if any. *(Optional)

17. Key in the Fee Amount and select the Fee Account if any.

Note: Fee Amount is the transaction fee such as bank charges. Fee Account will not be reflected if you do not enter any amount in the Fee Amount field.

18. Scroll down to Others.

Write in Remarks of the transaction, Refer to Styling Guide. *(Optional)

19. Write a Description. *(Optional)

Note: The transaction description will be appearing on the Reports.

20. Attach Files to the transaction, either select the existing files or upload a new file.

21. Once the file is uploaded, tick Shared if the file needs to be shared with the contact.

22. Tick Send Email to send the document immediately upon saving, and click on Save.

23. After clicking Save, check the Email Address, Subject, Personal Massage, and Form Design.

Note: The information will auto populated based on the contact and e-invoicing setting.

24. Click Save & Send and you're all done.
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