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Edit a Batch Payment

Clickentry allows you to edit the payment details of a batch payment.  You can also remove bills from the batch.  What You Need to Know  It all depends upon your user role whether you can edit a batch payment.  You can edit the payment details like payment date and bank account.  If there is any...

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Account Summary Report

If you want to see a monthly summary for a chosen account, simply run the Account Summary report.   How it Works  Account balances are displayed in graph and list format. If you want to view the Account Transaction report for an account then click on the total, it will show all the...

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Set up an Expense

Set up an Expense  In the Account menu, select Expense Claims.  Click on Create Expense Claim button.  Update the expense claim fields.  Depending on the user role, save as a draft or approve the Expense.  Expense Claim Fields Explained  Fields Description Receipt from Here you enter the name of the person or organization who has sent the expense receipt. Receipt Date Enter the date...

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Submit an Expense Claim for Approval

After entering and saving your expense receipt you can choose what receipts to submit. A receipt remains on the draft tab unless you submit it.   In the Account menu, select Expense Claims.  Select the Draft tab.  Find and open the expense claim you want to submit for approval.  Click on the Submit for Approval button.  Click Ok to confirm.  

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Add Due Date to Expense Claim

In Clickentry, you can add due date only after approval of the Expense Claim.  In the Account menu, select Expense Claims.  Select the Awaiting Payment tab.  Find and open the expense claim you want to add the due date to.  Scroll down to the Payment Due Date section.  Set the due date.  Click on the Add Due Date button. 

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View and Edit Expense Claims

In the Account menu, select Expense Claims.  Select the Draft tab.  Find and open the expense receipt that you want to view or edit.  Click on the Expense Claim Options button and select the Edit option.  Edit the required changes in the expense claim.  Click on the  Update button. 

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Copy Expense Claim

If you want to reuse the expense claim then you can copy it to a new expense claim.  In the Account menu, select Expense Claims.  Select the status tab from where you want to copy the expense claim.  Find and open the Expense Claim you want to copy to a new expense claim.  Click on the Expense Claim Options button...

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Delete or Void a Claim or Receipt

Delete an Expense Claim  If your expense claim has an awaiting approval status or has not been submitted for approval, then you can delete it.   In the Account menu, select Expense Claims.  Select the Draft or Awaiting Approval status tab.  Find and open the expense claim you want to delete.  Click on the Expense Claim Options dropdown button and select the Delete option.  Click Ok to confirm.  Void an...

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Email or Print Purchase Orders

You can email an approved purchase order to the supplier.  Email Purchase Orders  In the Account menu, select Purchases(Accounts >> Purchases).   Scroll down to the Purchase Order section.   Select the status tab where the purchase order exists that you want to Email.  Find & open the purchase order you want to email to supplier.  Click on the Email button.   Update the required information...

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