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Payments | Manager.io

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ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Summary">Summary</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/bank-and-cash-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BankAndCashAccounts">Bank and Cash Accounts</span><i class="htmx-indicator 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dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Payments">Payments</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inter-account-transfers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InterAccountTransfers">Inter Account Transfers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/bank-reconciliations" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BankReconciliations">Bank Reconciliations</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/expense-claims" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ExpenseClaims">Expense Claims</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/customers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Customers">Customers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/sales-quotes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SalesQuotes">Sales Quotes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/sales-orders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SalesOrders">Sales Orders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/sales-invoices" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SalesInvoices">Sales Invoices</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/credit-notes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CreditNotes">Credit Notes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/late-payment-fees" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="LatePaymentFees">Late payment fees</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/billable-time" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BillableTime">Billable Time</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/withholding-tax-receipts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="WithholdingTaxReceipts">Withholding Tax Receipts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/delivery-notes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DeliveryNotes">Delivery Notes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/suppliers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Suppliers">Suppliers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/purchase-quotes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PurchaseQuotes">Purchase Quotes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/purchase-orders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PurchaseOrders">Purchase Orders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/purchase-invoices" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PurchaseInvoices">Purchase Invoices</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/debit-notes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DebitNotes">Debit Notes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/goods-receipts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="GoodsReceipts">Goods Receipts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/projects" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Projects">Projects</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-items" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryItems">Inventory Items</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-transfers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryTransfers">Inventory Transfers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-write-offs" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryWriteOffs">Inventory Write-offs</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/production-orders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ProductionOrders">Production Orders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/employees" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Employees">Employees</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/payslips" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Payslips">Payslips</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/investments" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Investments">Investments</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/fixed-assets" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="FixedAssets">Fixed Assets</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/depreciation-entries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DepreciationEntries">Depreciation Entries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/intangible-assets" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="IntangibleAssets">Intangible Assets</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/amortization-entries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="AmortizationEntries">Amortization Entries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/capital-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CapitalAccounts">Capital Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/special-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SpecialAccounts">Special Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/folders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Folders">Folders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/journal-entries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="JournalEntries">Journal Entries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/reports" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Reports">Reports</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/settings" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Settings">Settings</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul><h2 class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keyword="Settings">Settings</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/access-tokens" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="AccessTokens">Access Tokens</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/bank-rules" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BankRules">Bank Rules</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/billable-expenses-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BillableExpenses">Billable Expenses</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/business-details-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BusinessDetails">Business Details</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/capital-subaccounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CapitalSubaccounts">Capital subaccounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/cash-flow-statement-groups" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CashFlowStatementGroups">Cash Flow Statement Groups</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/chart-of-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ChartOfAccounts">Chart of Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/control-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ControlAccounts">Control Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/currencies" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Currencies">Currencies</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/custom-fields" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CustomFields">Custom Fields</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/date-and-number-format-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DateAndNumberFormat">Date & Number Format</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/divisions" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Divisions">Divisions</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/email-settings" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="EmailSettings">Email Settings</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/expense-claim-payers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ExpenseClaimPayers">Expense Claim Payers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/footers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Footers">Footers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/forecasts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Forecasts">Forecasts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-kits" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryKits">Inventory Kits</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-locations" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryLocations">Inventory Locations</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-unit-costs" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryUnitCosts">Inventory Unit Costs</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/investment-market-prices" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InvestmentMarketPrices">Investment Market Prices</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/lock-date-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="LockDate">Lock Date</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/non-inventory-items" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="NonInventoryItems">Non-inventory Items</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/obsolete-features" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ObsoleteFeatures">Obsolete Features</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/payslip-items" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PayslipItems">Payslip Items</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/recurring-transactions" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="RecurringTransactions">Recurring Transactions</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/tax-codes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="TaxCodes">Tax Codes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/starting-balances" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="StartingBalances">Starting Balances</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/user-permissions" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="UserPermissions">User Permissions</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/withholding-tax-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="WithholdingTax">Withholding tax</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul><h2 class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keywords="">Tips & Tricks</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/advanced-queries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="AdvancedQueries">Advanced Queries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/batch-operations" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BatchOperations">Batch Operations</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/edit-columns" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="EditColumns">Edit columns</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/form-defaults" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="FormDefaults">Form Defaults</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/copy-to-clipboard" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Copy_to_clipboard">Copy to clipboard</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul></ul></div></div></div><div class="min-w-0 max-w-2xl flex-auto px-4 py-16 lg:max-w-none lg:pl-8 lg:pr-0 xl:px-16"><div class="flex flex-col gap-6"><div hx-post="/banner" hx-trigger="load"></div><div class="prose prose-slate max-w-none prose-h1:font-display prose-h1:text-3xl prose-h1:tracking-tight prose-h1:text-slate-900 prose-headings:scroll-mt-28 prose-headings:font-display prose-headings:font-normal lg:prose-headings:scroll-mt-[8.5rem] prose-a:no-underline prose-a:text-sky-600 hover:prose-a:text-sky-700 hover:prose-a:underline hover:prose-a:underline-offset-4 prose-pre:bg-white prose-pre:border-2 prose-pre:border-stone-200 prose-pre:border-dashed prose-code:text-black dark:prose-invert dark:text-slate-400 dark:prose-lead:text-slate-400 dark:prose-pre:bg-slate-800/60 dark:prose-pre:shadow-none dark:prose-pre:ring-1 dark:prose-pre:ring-slate-300/10 dark:prose-hr:border-slate-800 dark:[--tw-prose-background:theme(colors.slate.900)]"><h1 translate="true" keywords="Payments Payment">Payments</h1> <p translate="true" keywords="Payments Payment">The <strong>Payments</strong> tab is used to record any money paid from the business's bank and cash accounts. This feature helps in tracking all outgoing funds, ensuring accurate and up-to-date financial records.</p> <p translate="true" keywords="Payments Payment"><div><div class="border rounded p-0.5 inline-block pointer-events-none ltr:pr-8 rtl:pl-8"><div class="bg-neutral-200 ltr:pl-8 rtl:pr-8"><div class="border-x border-neutral-300 bg-neutral-100 h-2"></div><div class="border-y ltr:border-l rtl:border-r border-neutral-300 bg-white p-4 flex space-x-2 rtl:space-x-reverse items-center"><i class="fas fa-minus-square text-neutral-400"></i><span class="font-semibold text-sm text-[#428bca]"><span translate="true" keyword="Payments">Payments</span></span></div><div class="border-x border-neutral-300 bg-neutral-100 h-2"></div></div></div></div> <h2 translate="true" keywords="Payment NewPayment" id="1">Recording a New Payment</h2> <p translate="true">To record a new payment:</p> <ol> <li translate="true" keywords="Payments Payment">Navigate to the <strong>Payments</strong> tab.</li> <li translate="true" keywords="Payment NewPayment">Click the <strong>New Payment</strong> button.</li> </ol> <p translate="true" keywords="Payment NewPayment"><div><div class="border rounded p-0.5 inline-block pointer-events-none"><div class="mt-4 ms-4 pe-8 items-center bg-neutral-100 p-4 border-neutral-200 border-s border-t rounded-ss-lg dark:bg-slate-800 dark:border-slate-700 dark:shadow-none flex space-x-4 rtl:space-x-reverse shadow-[inset_0px_1px_0px_#fff]"><span class="text-base font-bold text-neutral-300 dark:text-gray-400 [text-shadow:_1px_1px_0px_#fff]"><span translate="true" keyword="Payments">Payments</span></span><span class="text-neutral-300 hover:text-neutral-400"><i class="fas fa-square-question" style="font-size: 16px"></i></span><span class="bg-white text-neutral-700 border border-neutral-300 font-semibold rounded-md py-2 px-4 text-sm"><span translate="true" keyword="NewPayment">New Payment</span></span></div></div></div> <p translate="true" keywords="Payment Edit">For detailed instructions on how to fill out the payment form, see <a href="/guides/payment-form" hx-boost="true">Payment Edit<i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a>.</p> <h3 translate="true">Alternative Method: Importing Bank Statements</h3> <p translate="true" keywords="Payment NewPayment">You are not required to create new payments manually by clicking the <strong>New Payment</strong> button. Importing bank statements is the most efficient method because it creates new payments and receipts in bulk. This saves time and reduces the potential for data entry errors. For more information, see <a href="/guides/import-bank-statement" hx-boost="true">Import Bank Statement<i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a>.</p> <h2 translate="true" keywords="Payments Payment" id="2">Payments Tab Columns</h2> <p translate="true" keywords="Payments Payment">The <strong>Payments</strong> tab features multiple columns that provide detailed information about each payment:</p> <ul> <li translate="true"><strong>Date</strong> (<code>GetDate</code>): The date on which the payment was made.</li> <li translate="true"><strong>Cleared</strong> (<code>GetCleared</code>): The date the payment cleared (appeared on the bank statement). If the payment hasn't cleared yet, this column will remain empty.</li> <li translate="true"><strong>Reference</strong> (<code>GetReference</code>): The payment reference number.</li> <li translate="true"><strong>Paid From</strong> (<code>GetPaidFrom</code>): The name of the bank or cash account from which this payment was made.</li> <li translate="true"><strong>Description</strong> (<code>GetDescription</code>): An explanation of the payment.</li> <li translate="true"><strong>Payee</strong> (<code>GetPayee</code>): The name of the customer, supplier, or other recipient of the payment.</li> <li translate="true"><strong>Accounts</strong> (<code>GetAccounts</code>): The name of the account or accounts assigned to categorize this payment.</li> <li translate="true"><strong>Project</strong> (<code>GetProject</code>): The name(s) of the project(s) associated with this payment.</li> <li translate="true"><strong>Amount</strong> (<code>GetAmount</code>): Displays the total payment amount.</li> </ul> <h3 translate="true" keywords="Payments Payment">Customizing the Payments Tab View</h3> <p translate="true" keywords="Payments Payment">You can customize which columns are displayed in the <strong>Payments</strong> tab to suit your preferences:</p> <ol> <li translate="true" keywords="Edit">Click on the <strong>Edit Columns</strong> button.</li> <li translate="true">Select or deselect columns as needed.</li> </ol> <p translate="true" keywords="Edit">For more details on customizing your view, see <a href="/guides/edit-columns" hx-boost="true">Edit Columns<i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a>.</p> <h2 translate="true" keywords="Payments Payment Lines" id="3">Understanding Payments and Payments Lines</h2> <p translate="true" keywords="Payments Payment Lines">The <strong>Payments</strong> screen shows a summary list of payments. However, the categorization of payments may be spread across multiple lines within each payment entry. If you need to view detailed information specified at the payment line level, the <strong>Payments Lines</strong> screen provides a comprehensive list of all lines from all payments.</p> <p translate="true" keywords="Payments Payment Lines"><div><div class="border rounded p-0.5 pb-4 inline-block pointer-events-none"><div class="bg-neutral-100 p-3 border-b dark:text-slate-200 dark:bg-slate-800"><div class="flex items-center space-x-4 rtl:space-x-reverse"><span class="border text-xs rounded py-1 px-2 bg-white border-neutral-300 text-neutral-400"><span translate="true" keyword="Payments-Lines">Payments-Lines</span></span></div></div></div></div> <p translate="true">This view is particularly helpful when:</p> <ul> <li translate="true">Reviewing specific account allocations.</li> <li translate="true">Checking the details of transactions that involve multiple accounts or projects.</li> <li translate="true">Performing audits of payment entries.</li> </ul> <p translate="true" keywords="Payments Payment Lines">For more information on how to use the <strong>Payments Lines</strong> screen, see <a href="/guides/payment-lines" hx-boost="true">Payments Lines<i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a>.</p> <hr> <p translate="true" keywords="Payments Payment">By effectively using the <strong>Payments</strong> tab and its features, you can maintain accurate financial records and gain better insights into your business's cash outflows.</p> </div></div></div><div class="hidden xl:sticky xl:top-[4.5rem] xl:-mr-6 xl:block xl:h-[calc(100vh-4.5rem)] xl:flex-none xl:overflow-y-auto xl:py-16 xl:pr-6"><div class="w-56 mb-8"><h2 class="font-display text-sm font-medium text-slate-900 dark:text-white"><span translate="true" keywords="">On this page</span></h2><div class="mt-4 text-sm prose prose-slate prose-a:block prose-a:py-1 prose-a:no-underline prose-a:text-sky-600 hover:prose-a:text-sky-700 hover:prose-a:underline hover:prose-a:underline-offset-4"><a href="#1" translate="true" keywords="Payment NewPayment">Recording a New Payment</a> <a href="#2" translate="true" keywords="Payments Payment">Payments Tab Columns</a> <a href="#3" translate="true" keywords="Payments Payment Lines">Understanding Payments and Payments Lines</a> </div></div><div class="w-56 mb-8 border p-4 rounded bg-yellow-50 text-sm text-slate-700"><div class="font-semibold leading-6"><span translate="true" keywords="">Didn't find what you are looking for?</span></div><div class="mt-1"><a href="/chatbot" class="text-sm text-blue-600 border-b border-blue-600 leading-6" hx-boost="true"><span translate="true" keywords="Guides Chatbot">Use chatbot to interact with the guides</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></div></div><div class="w-56 mb-8 border p-4 rounded bg-neutral-50 text-sm text-slate-700"><div><div class="grow"><div><span translate="true" keywords="">These guides are work in progress. 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