Payments
The payments tab contains a list of all payments within the job. From this list, all payment related activities are managed. Payments can be grouped and ordered by date (ascending or descending).
While displaying this list, the summary information at the top of the screen, displays the total number of payments, as well as a summary of the total value of the payments.
From this area of the application, the user has the ability to do the following activities:
- Add payment entries
- Edit payment entries
- Delete payment entries
Payment Entry Form
To add payments, press the “Add” button at the top of the list of payments. Pressing this button will cause the Add/Edit Payment window to be displayed.
To edit a payment, touch the payment that is to be edited. Touching the payment will cause the Add/Edit Payment window to be displayed.
The Add/Edit Payment window contains the following entry options:
- Currency Selection - This button displays the currency for the expense. To change to a different currency, select the button. This will display the Currency Picker, which will allow you to pick a different currency for the expense.
- Amount – This is a numeric field for capturing the total amount of the payment.
- Payment Type - In addition to capturing the amount, there is a button next to the amount field that allows the user to capture the means by which payment was received. Payment types that are available are:
- CASH - This option represents a cash payment.
- CHK – This option represents the receipt of a check. The notes section of the payment form can be used to record a check number.
- XFER – This option represents a wire transfer of funds. Additional details about the transfer can be recorded within the notes section of the payment form.
- DEP – This option represents a direct deposit of funds.
- Exchange Rate - If the selected Currency is different than the Default Currency, the Exchange Rate field will display. If an Exchange Rate has been defined within the application, the previously set rate will be displayed. The “Load” action can be selected to retrieve the current exchange rate from the internet. If the “Update Exchange Rate” setting is turned on, the “Load” action will update the internally saved Exchange Rate for the selected currency.
- Date – When selected, the date field will bring up a Calendar widget for selecting the date that the payment was received.
- Notes – The notes field allows additional information about the payment to be captured.
Deleting Payments
To delete a payment, “Left Swipe” on the payment row in the list of payments for a job. A dialog will be raised asking you if you want to delete the specified payment. Selecting the Delete option will delete the payment. If you decide not to delete the entry, pressing cancel will cancel the deletion.
Warning: When an payment is deleted, there is no recovery of the deleted data.