Accounting module is customized for the Accountant role. There are 5 main functions inside the Accounting Module which are To – Do, Withdrawal, Deposit, Transfer, and Journal.
Accountant role can record a new withdrawal, a new deposit, new transfer and new journal using the CONNECT app.
Record New Deposit
1. Click on the add button (+) > select New Deposit.
2. Enter the information below :
PR Number – Editable number
Status – Draft or Approved
Payment from – Select from list
Date – Deposit date
Account – Bank/Cash Account (Deposit to)
Payment Method – Bank Transfer, Cash, Cheque, Credit Card.
Currency – Select from list
Click on Add item to add the Account ( the next screen as per below will pop up)
Add Item – select account
Description – Account description required field
Amount – Deposit amount
Job & Tax – Optional field
DONE – Back to deposit main page
ADD ANOTHER – to add another line of account
3. Once done, click on save.