Recipients

• Go to Expense module, click Recipients.

New recipient’s creation

• Click New Recipients in the recipient list to add a new recipient.

1. Enter the recipient’s name.
2. Select the appropriate account type.
3. Provide a description for the recipient.
4. Enable GST if applicable.

Click Submit to create the recipient. A confirmation message will indicate that the recipient was created successfully. This recipient is used New expense creation and pay reconciliation

Action

• Click Edit to modify the recipient’s details.
• Click Delete to remove the recipient.

Account list

• Click New Account to create new account list.

1. The Account code is generated automatically.
2. Enter the account category.
3. Select the expense type.
4. Select the account group.

Click Submit to create the account. A confirmation message will indicate that the account was created successfully. This Account is used New expense creation.

Action

• Click Edit to modify the account details.
• Click Delete to remove the account.