Payables

How to Use

Payables

Accounts payable are amounts a company owes because it purchased goods or services on credit from a supplier or vendor.

How to Add Payable

  • Go to Payables page from side navigation.
  • On the top right corner, click “Add Payable”. This form can be opened directly from any page by clicking “minus filled icon” on footer.
  • A Form will pop up. Fill the form with Payable details.
    • Select the Payable Date. By default, present date is selected.
    • Select Due date for paying this Payable.
    • Enter the Amount or you can perform addition, subtraction, multiplication and division operations in that field. Click Calculate for result.
    • Select the Account from which this amount will be added/deducted.
    • Select the Department for which this Payable is due.
    • After selecting the department, only payer of that department will be shown in Payer|Payee dropdown. Select the payer of this Payable.
    • Select category against which this Payable is due.
    • You can write any note against this Payable.
    • Check “Notification” for getting notified on due date regarding this payable.
  • Click “Add Payable” button.
  • A green toaster will appear on bottom right corner with text “Payable added successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Payable

  • Go to Payable page from side navigation.
  • All Payables are listed, click the edit icon in front of the Payable you want to edit.
  • A Form will pop up with prefilled details of that Payable.
  • Update any field you want to edit.
  • Click “Edit Payable” button.
  • A green toaster will appear on bottom right corner with text “Payable edited successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Payable

  • Go to Payable page from side navigation.
  • All Payables are listed, click the delete icon in front of the Payable you want to delete.
  • Click “Yes” to confirm that you really want to delete that Payable.
  • A green toaster will appear on bottom right corner with text “Payable deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.