Creating a Receive Money transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 1 > 2 > 3 > 4
If you haven't already read the Receive Money Overview, see Using the Receive Money window for more information.
- Enter the accounts that which will be affected by the transaction in the Allocation Account column and enter the amounts in the Amount column.
- If you wish to assign a line item to a job, enter the job number in the Job column.
- Enter a VAT code in the VAT column, if necessary.
- Repeat steps 1 to 3 until the amount in the Total Allocated field equals the amount that appears in the Total Received field. The Out of Balance amount must be zero before you record.