The Work Fee Payments view will list all outstanding payments, those that require your action to complete. Check the payment has been received by reconciling the payments due with your bank account and issue a tax receipt for the tax work to the client. When completed the client account is removed from the Work Fee Payment grid view.
- In the Main Menu click {Financial Planning}>{Work Fee Payments} in the Main Menu.
- Work Fee Payments Work Area Quick button group.
- Select the bank account to make payment to.
- Click to highlight the client Work Fee Payment to action.
- Grid headings are interactive and can be sorted in ascending or descending order by clicking once. The column which has been sorted will be marked with an arrow – up for ascending and down for descending. The grid column titles can also be sorted by clicking on the ellipses. You can also choose to remove or add column headings. Columns can be reordered and column widths adjusted by clicking and dragging.
- The Advanced Search Bar accessed by using the open and close the arrow icon.
- [Payment Made] - opens the Payment Made window for the highlighted account.
- [View Summary] - open the highlighted account in the Financial Planning Works summary view.
- [Edit] - opens the highlighted account in the Financial Planning edit view.
- [Refresh] - Refresh the displayed screen to review changes.
- Paid Date - pre-filled with current date use calendar to amend if necessary.
- Pre-filled from the Financial Planning work but each item can be edited at this point.
- Email - subject field is pre-filled but can be edited if required, also edit body text if required considering that the email will be sent to the client if the tick box above is selected.
- Click [OK] to close the window and return to the grid view.
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