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Accounting - Receivables

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Receivables

To access the Receivables subsection, follow these steps:

  • Log in to your account.
  • Navigate to the sidebar on the left-hand side of the dashboard.
  • Look for the "Accounting" tab.
  • Click on the "Receivables" subsection.

Online Payment for Retainer Fee, Ads Cost, etc.: In this subsection, you can conveniently pay online for retainer fees, advertising costs, and other payable amounts. The feature offers a secure and hassle-free payment gateway, making it easy to manage your outstanding receivables.

  1. Selecting Your Country: In the top right corner of the Receivables section, you will find a dropdown menu. This feature allows you to select your specific country or region. By choosing your country, you ensure that the receivable information displayed is relevant to your location and complies with local regulations.
  2. Download CSV: On the page, you'll find a "Download CSV" button. This feature enables you to download a CSV file containing your receivable data. The CSV format provides a convenient way to export and store receivable information for further analysis and record-keeping purposes.
  3. Status: The "Status" dropdown menu, located on the right side of the page, allows you to filter receivables based on their current status. You can select "Scheduled" for upcoming payments, "Paid" for completed payments, or choose "All" to view all receivables regardless of their status.
  4. Search Bar - Search by Month: The search bar labeled "Search by Month" allows you to search for specific receivables based on the payment month. Enter the desired month into the search bar, and the system will display relevant receivables for that specific month.
  • Month: This column displays the month for which the receivable transaction is due or has been received.
  • Payment Amount: The Payment Amount column shows the total amount received for each receivable transaction.
  • Receivable Amount: Here, you can find the total amount due for each receivable transaction.
  • Net Payable: The Net Payable column indicates the remaining amount after deducting any applicable fees or taxes from the receivable amount.
  • Supporting Document: In this column, you can find links or references to any supporting documents related to the receivable transaction, such as invoices or purchase orders.
  • Due Date: The Due Date column displays the deadline for making the payment for each receivable transaction.
  • Status: The Status column indicates the current status of each receivable transaction, whether it is "Scheduled," "Paid," or any other relevant status.
  • Transaction Ref. No.: This column shows the unique reference number associated with each receivable transaction.
  • Comment: Here, you can find any optional comments or notes related to each receivable transaction.
  • Dispute Status: The Dispute Status column indicates whether there are any ongoing disputes or issues related to the receivable transaction.