如何在系统里记录Director's Loan ?

Modified on Wed, 15 Aug, 2018 at 4:28 PM

预案


在实际业务中,董事通常会先代表公司支付账单,以后公司应该将这笔费用还给董事。这个教程将会向您展示如何在Biztory中记录董事的贷款。


先决条件


1.在Chart of Account 建立一个新的董事编码,选择您要的账户类型:Other Current Asset



2. 建立一个新的董事 Wallet以及把它和新建的Chart of Account 连接在一起。(Wallet - Payment Method Director)

    请记得把这个文档Save起。



如何


1.建立一个新的Expenses以及把所需资料填上,然后储存。



2. 点击Reference Number 之后您就会看到这个页面,填上Amount和选择Payment method即可。


3. 您可以到Wallet Statement 查看您的records



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