How do I record a payment by cheque?

If you're making a payment by cheque, rather than by bank transfer, this article explains how to record the payment within ExpensePlus.

For purchases where you're paying by cheque, the first 3 stages (entering your purchase/invoice, managing receipts, approving expenditure) are no different from when you're making payments by bank transfer. So you can simply start by following the usual process flow in ExpensePlus (which you can see in your ExpensePlus dashboard).

Once the purchase(s) that need to be paid are showing on the first table of the Payments screen, rather than setting up the payment within your online banking, simply write the cheque and mark the payment setup as you usually would, by clicking the 'tick' button to the right of the payment.

Then, in the pop-up that appears, change the Payment Method to Cheque.

The pop-up window will then provide fields for you to record the cheque number and date.

To help you better understand the Payments module as a whole, please visit the module overview page here.