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 ‘…’ and choose Batch Money In.

3. Click Add Money In.

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

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. Select a Transaction Date. *(when you receive the money)

Note: The default date is the Current Day.

8. Select Currency.

Note: The default currency is Malaysian Ringgit (MYR).
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9. Choose the account Deposit To.

10. Add Tags to your transaction if any. *(Optional)

11. Select an appropriate Account.

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

12. Add a Description for the transaction.

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

14. Select Tax account if any.

15. Click Save and you’re done.

An alternative way, you may import the money in transactions via Excel file

1. Follow the same steps above from Steps 1 to 2.

2. Click Import File.

3. Download the Template File.

4. Fill in the details into the template file.

5. Click to upload.

6. Review the transaction.

7. Click Save and you’re all done.