Payments#

Payments are anything that you have paid an employee, vendor, utility, etc. Basically put, if you have outgoing money, it’s a payment.

To access your existing payments, you will click the Payments navigation bar item. In the page, there is a pageable grid of any existing payment within the system. Your options here are to Edit a payment by clicking on its memo field, or creating a new payment using the New Payment button.

The editor is the same for both creating a new payment, and editing an existing payment, minus two things:

While creating new payment(s), you can check-off the Create another checkbox next to the Save and Cancel buttons. This allows you to stay on the Payment Editor, resetting the screen, so you can keep going.
While editing payment(s), the Delete button is visible on the bottom, left of the window.

To build a payment, set the date, what asset account you’ve paid funds “from”, the amount you paid, and a (required) memo about the payment. Usually this can be something like “2026-01 [Utility of Choice]`

In the grid below is how you build-out your “splits” or how the payment breaks down between your liability and expense accounts.

Once you are satisfied with the change(s), click the Save button.