I can record and adjust an outgoing payment to multiple payables

This tutorial provides a step-by-step guide on recording an outgoing payment for multiple payables in Jules.

Step 1: Navigate to the Invoices and Payables module.

Step 2: Click on the Payables page.

Step 3: Navigate to the Outgoing Payments tab.

Step 4: Click on Add an Outgoing Payment.



Step 5: Select the Company.

Step 6: Enter the Payment Made amount.

Step 7: Select the Mode of Payment.



Step 8: From the list of all open payables displayed for the company, assign an amount to the desired payable(s).



Note: Any unassigned amount for this specific payment will be marked as unapplied and can be used later.

Step 9: Scroll down to the section where you're able to add a proof of payment document.

Step 10: Click on the Select Files to add a proof of payment document.



Step 11: Save the outgoing payment record by clicking on Save.



By following these steps, you'll successfully record an outgoing payment towards multiple payables in Jules.

Updated on: 02/09/2024