Solution Properties
Solution ID:
240304191720593
Last Modified Date:
Mon Mar 04 14:17:20 UTC 2024
Taxonomy Path:
Case category//How do I...//processing
Author:
sageadmin
Record "Money In"
Description
Cause
Resolution

To record money received

 NOTE: You can record money by clicking Add on the Money In tile. When you start here, select the correct bank account during entry.

  1. Go to Banking.
  2. Click the required bank account.
  3. From the New Entry menu, click Money In.
  4. Enter or confirm the required details.

Field details

Contact (optional)
Add a contact to link the receipt to a customer or supplier
Select Add a contact to create a new one, then click Save.

Paid into Bank Account *
Confirm the correct bank account or select another from the list.

Method *

Select the payment method.

Date Received *

Enter the date you received the money.

Your Reference (optional)

Enter a reference to help identify the receipt.

Amount Received *

Enter the total amount received.

Balance
Review the current balance of the selected bank account.

Category

Review or change the default category.

Details

Enter a brief description of the sale or purchase.

Tax Rate *

Select the correct tax rate.

Total

Review the Amount Received.

* Indicates a required field.

Multiple items or tax rates

Enter multiple lines for different categories or tax rates. Ensure the combined total matches the Amount Received before saving. The bank activity shows one receipt. Categories show separate transactions.

Attachments

Click Attachment, then select Upload files to add a receipt or document.

Save the receipt

Click Save to finish. Select Add Another to record another receipt. You can convert regular receipts into recurring entries after saving.

Steps to duplicate
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