How to Create a Bill and Record an ACH Payment | Scribe

    How to Create a Bill and Record an ACH Payment

    • 0 step |
    • 2 minutes
      Navigate to Brokerage Engine.
      Click "Accounting"

      Create the Bill

      Click "Quick Actions"
      Click "New Bill"
      Select the Vendor from the dropdown menu.
      Select the Terms from the dropdown menu.
      The Default A/P Account set up on the Accounting Configuration Panel will display. It can be changed by selecting another account from the dropdown menu.
      Click this date field to select the Bill date.
      The Due date will be adjusted according to the Terms selected.
      Click the "Bill No." field to type the reference number.
      Optional Accounting Tags can be added.
      Select an Account from the dropdown menu.
      Type a Description.
      Click the text field and add an Amount.
      Select a Class from the dropdown menu.
      Click "Save"
      Click "OK"

      Record ACH Payment

      The manual ACH Payment to the Vendor needs to be performed outside of Brokerage Engine Accounting.
      This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe