- Set Up
- Financial Settings
- Vendor Payment
- Payment Approval Routing
- Payment Processing: Make and Record a Payment
- Payment Processing: Void Check
- Payment Processing: Reprint Checks
- Payment Processing: Export Journal Entries
Set Up: Financial Settings
Your financial settings includes setting up your bank account information. By inputting your ACH, checks, or other payment methods, you’ll be able to print off checks and send them off to your vendors!
Set up your financial settings here.
Set Up: Vendor Payment
Have your vendor payments set up to be selectable when processing your payments.
Let’s set up the vendor payment.
Set Up: Payment Approval Routing
Set up your payment approval routing to send off payments for approval. If you’d like to self-approve, please add yourself as the approver within the group and you’ll be able to self-approve the payments.
Set up your payment approval routing.
Payment Processing: Make and Record a Payment
Once the payment is considered paid, you may print off the check, ACH, or other payment methods.
Make and record a payment here.
Payment Processing: Void Check
When voiding checks in the payment processing tab, this will be considered as partially paid.
Teach me how to void checks!
Payment Processing: Reprint Checks
Need to reprint your ACH or check information again? Don’t worry, you can reprint them in the Payment Log tab.
Check out how to reprint checks here.
Payment Processing: Export Journal Entries
Export your journal entries and upload into your accounting system with one easy CSV export.
Show me how to export my journal entries!
Have questions? Contact us at firstname.lastname@example.org