A payment calendar has been created in the system for planning and monitoring payments. It allows you to schedule one-time, recurring, or periodic payments, which will be displayed in the project as a PLAN.

For convenience and clear visualization of the due dates for upcoming payments, all scheduled payments are shown in the calendar.

The page contains all the scheduled payments of the company.

The page includes the following data:

Column
Description
Date, Id*
Payment date, unique record ID in the system
Payment details
Account, purpose, frequency, project
Receipt
Payment receipt
Amount
Payment amount
Actions
Copying, editing, deleting

On the right side of the page, you can find filters:

• A search bar that allows searching by payment purpose text

• A project filter

How to schedule a monthly payment?

Create a new scheduled payment by clicking the +Create button and filling in the required fields.


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