Payables and Check Writing:
To have access to this section of the software, you must be given permission by your CRM Admin.
Payables:
In RakefetOnline--CRM you can track all your expenses directly in the Transaction / General Ledger Page.
To add an expense, click on the tab with the description Transactions.
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:
