Finance
Cash in and cash out against open AP or AR. Duty on an import still posts from that import file.
Where to find it: Left menu → Finance & Accounting → Payments & Receipts
Step 1
Left menu → Finance & Accounting → Payments & Receipts. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick the bank, the open invoice, and the amount. Save. Attach a remittance if you have one.
Step 3
The invoice balance should fall. The bank account movement should appear for reconciliation.
Yes. Payments & Receipts is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
You should not. Match PO, receipt, and invoice first so you are not paying the wrong goods.
