In the day-to-day operation of a church, payments will need to be sent out regularly and on-time. Users can track these payments by creating a transaction from any view in Ledger. Payments can be created for any transaction regarding outgoing expenses that don't require a check.
Transactions can be created from any view in the Ledger area of the software.
To add a new payment transaction,
1. Click the "Transaction" button at the top right to open a drop-down menu and select "Payment".
2. In the entry window, use the first drop-down menu to choose which account is going to be used to make the payment. Only asset and liability accounts marked to allow payments will be available.
3. Use the date selector to add a date for the transaction.
4. If applicable, select a payee for the transaction using the drop-down menu.
5. Enter in the account, amount, and description (if applicable) for your first line item. Only expense and liability accounts can be used as offsets for payments.
- To add additional line items, click "Add line" and repeat step 5 as needed.
- To remove a line item, click the trash can icon to the right of the line item.
6. If applicable, add a memo for the transaction.
7. If applicable, click the Receipts section to attach an image file related to the transaction.
8. Click "Save" to save your new transaction.
Note: If an asset or liability account is not in the list of available accounts, you may need to edit the account to allow payments.