Add a New Payment Type
When taking a Payment, you may want to select what type of payment you are taking, before doing so we'll need to populate the Database with "Types" of payment.
Follow these steps to add your own Payment Types:
- Navigate to the top Menu Bar then click the Activities drop down.
- Select Accounting Related and then Maintain Payment Types.
- Click on the blank row in the Payment Type column and enter a description for the new Payment Type.
- Route Recon Payment Types - Corresponding Route Recon Payment Type.
- GL Account - Specified GL Account for these payments to filter to.