Search

Raising a payment

Project Selection 1. Open an assignment/project record to start the process of raising a payment. Payment Initiation 2. Open the Action Menu 3. Click "New Payment" 4. Select the supplier and/or...

Adding Timesheets to an existing payment

1. Open the existing payment you wish to add a timesheet to. 2. Click 'Add Item' and select 'Temp Timesheets'. 3. Click 'Add' to confirm adding the timesheets. 4. Here you can see the time has su...

Adding Expenses to an existing payment

1. From within the payment, click add item. 2. Click "Temp Expenses" 3. Select the specific expense item to include in the payment, then it will appear. ...

Adding new adhoc items to an existing payment

1. From within the existing payment, click add item. 2. Select "Payment Item" 3. Pick a product under this dropdown (or if you don't have any pre-set products available, type in the details below ...

Marking a payment as Paid

1. Select the payment you wish to mark as paid. 2. Click "Mark Paid" 3. Click "Save & Close" or "Save Only" if you need to keep this open. 4. The status has now been updated. ...

TrackerRMS Help

Most Relevant Results

Raising a payment

Adding Timesheets to an existing payment

Adding Expenses to an existing payment

Adding new adhoc items to an existing payment

Marking a payment as Paid

Other Results