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Accounts Payable Menu
Elizabeth Galindo |
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5 minutes
Floorzap
Click "Payments" to open the Sub Menu
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Click "Accounts Payable"
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Click "Expense Payments"
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The Expense Payments Section provides you with any expense payments on file. Click on "All Categories" to filter out your list of payments
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Click on "Date Range" to filter your search by date
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Click on the Pencil "Edit" Icon to make changes to an existing expense payment
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Here you can make the changes needed to the payment information on file
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Click "Contractors" to view Contractors that need to be paid for their jobs
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Click "Add Payment" to add a new payment or edit an existing Contractor payment
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You can add a payment to an existing Contractor expense or create a new payment
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Select the desired Work Order number and the payment method to complete this transaction
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Click "Add New Contractor Payment" to add new payment for a Contractor
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Fill out the required fields to add a new payment
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Click "Payment History" to view previous payments made to Contractors
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Click on "Contractor " and "Job Type" to filter your search by a specific Contractor or Job Type
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Click on "Date Range" to filter your search by the desired date range
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Click on the pencil "Edit" icon to edit an existing payment
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Update your payment method as needed
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Click on "Payment Details" to view details for the selected payment
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You can Print or download a PDF of the payment details
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Click on this icon to "Sync with Quickbooks"
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Click "Products" to view Inventory and Non-Inventory product payments
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Click "Add Payment" to add a new payment, view existing payments and make any adjustments needed
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Click "Non-Inventory Payments" and "Inventory Payments" to filter Payments by product category
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Click on this Icon to view "Non-Inventory Material Payment"
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Click on this Icon to view "Inventory Material Payment"
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Click "Non-Inventory Payment History"
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Click on the "Date Range" to filter your search by date
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Click here to edit an existing payment on file
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Update your Payment Method here
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Click "Freight Shipper" to view Freight Expense Payments
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Click "Add New Freight Expense Payment" to create a new expense payment
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Add a New Freight Expense Payment here
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Click "Customers" to view payable expenses to customers
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Click "Adjustment Refund" to view refund adjustments
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Click "Add Payment" to add a new refund adjustment
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Add a new Refund Adjustment to the Customer
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Click "Payment Refund"
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Click on Payment Status to filter your search by status type
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Click on this Eye icon to view the Customer Payment
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You can adjust the Customer Payment Here
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Click here to Refund the payment
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Adjust the refund for the payment here
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Click "Payment History" to view all the payments made
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Use the Date Range to filter your search as needed
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Click "Referral" to view the referral payments
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Click "Add Payment" to add a referral payment
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Click "Add Payment"
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Add a payment and adjust any required fields here
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Click "Payment History" to view a list of all referral payments made
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Adjust your filter to search for your desired payment
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Click "Salesman" to add and view salesman payments
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Click "Add Payment" to add a new salesman payment
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Click "Add Payment" to add a new payment
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Select from the list of Work Orders to make a salesman payment
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Click "Payment History" to view all the salesman payments that have been made
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Click here to view and Adjustments Applied to existing salesman payments
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Click on "Salesman" to filter your search per salesman
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Filter your date range here
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Click here to make an edit to an existing salesman payment
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Update your payment method here
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Click here to view the payment details of the selected payment
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View the payment details here
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Click here to sync your selected payment with Quick Books
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Click "Taxes" to view and make Tax related payments
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Click "Tax Journal Reports" to view your Tax reports
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Select the desired Work Order to create a Tax Journal for
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Click "Tax Journal History" to view a history of Tax Journal's created
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View your Tax Journal History here
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Click here to make an edits needed to an exiting Tax Transaction
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Click here to view your Tax Transaction
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Click "Add Payment" to add a Tax payment
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Click here to view and add Tax payments
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Click "Add Payment" to add a Tax payment
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View your Tax payment here
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Click "Payment History" to view your Tax payment history
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View your Tax Journal payment history here
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