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Bank Transaction
Creating a Money Out Transaction
Creating a Money Out Transaction
Ben Liew avatar
Written by Ben Liew
Updated over a week ago

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

Step 1: Select Money Out. Bank > Money Out

Step 2: Click +New to create a transaction.

Step 3. General section.

  1. Contact(money paid to): choose to create a new contact or existing contact.

  2. Payment Voucher No. : Key in your PV No. or the system will autogenerate it.

  3. Date: Select payment date. (The default date is the Current Day)

  4. Reference No. : Key in if any.

  5. Currency: Select the currency. (MYR is the default)

  6. Tags: Add tags for your transaction if any. *(optional)

Step 4. Items section.

  1. Account: Select the appropriate account. You can create a new account by clicking [+Add Account].

  2. Description: Add a meaningful description.

  3. Amount: Key in the amount to record the amount paid.

Step 5. Payment made section.

  1. Payment Method: Select how you make the payment.

  2. Pay From: Select your account.

  3. Amount: Key in the total amount paid from this account

  4. Reference No. : Fill in if any.

  5. Fee Amount: Add transaction fees incurred if any

  6. Fee Account: Select the account for the transaction fees.

Step 6: Others

  1. Remarks: Write down any remarks if any, refer to the Styling Guide. *(optional)

  2. Description: Write your description. *(optional)
    ​Note: The transaction description will be appearing on the Reports.

  3. Attach Files:

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

    2. Once the file is uploaded, tick Shared if the file need to be shared with the contact.

  4. Send Email: Tick to send the document immediately upon saving.

  5. Save: Click Save to save the money out in the system

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