Payables and Check Writing in RakefetOnline


Managing expenses in RakefetOnline is simple and flexible. With the proper permissions, your team can track payables, enter expense transactions, write checks, memorize recurring payments, and save checks to print later.


Access to Payables

To use the Payables and Check Writing features in RakefetOnline, you must first be given permission by your CRM Administrator.


Payables

In RakefetOnline CRM, you can track expenses directly from the Transactions / General Ledger area.

To add an expense:

  1. Click the Transactions tab.
  2. Click the green + Add Transaction button.
  3. When the Add Transaction window opens, switch the transaction type to Payables.
  4. Enter the following details:
    • Account
    • Vendor
    • Payment Type
    • Date
    • Memo
    • Amount
  5. Click + Add to post the expense.

Using Payables in RakefetOnline helps keep your congregation’s expense tracking organized and connected directly to your financial records.


Check Writing

RakefetOnline also makes it easy to create and print checks for vendor payments.

To write a check:

  1. Click on the Payables menu.
  2. Click + Add to begin.
  3. Select your Bank Account and Vendor.
  4. Enter the Invoice Details as needed.
  5. Choose your expense line(s) from the Account dropdown.
  6. Enter the Check Amount and Memo.
  7. Click Check to print the check.


Additional options:

  • Click + Add Line to add another expense line to the same check.
  • Use Memorize to save a transaction linked to a vendor for future use.
  • Click Save to save the check and print it later.
  • To update how checks print, click Check Settings to modify the check layout.


RakefetOnline’s Payables and Check Writing tools help your organization manage vendor payments efficiently while keeping your accounting records accurate and easy to review.



Then click on the green button +Add Transaction.

When the Add Transaction screen pops up, turn the switch towards Payables.

Select and enter your Account, Vendor, Payment Type, Date, Memo and Amount.

When finished, click the +Add button to post.




Check Writing:

To write a check in RakefetOnline, click on the Payables menu.



Click +Add to begin

Select your Bank Account, Vendor, and add the Invoice details as needed.


Then select your expense lines from the account drop down.


Next enter the amount of the check and the Memo


To print the check, click the Check button.

To add an additional line, click the +Add Line button.


Within the Payables screen, you can also Memorize a transaction linked to a vendor to use the same payment in the future, and you can click Save to print the check at a later date.


To modify the check layout, click on the button Check Settings:


Vendors: See How to Create Vendors & Employees