Adding Items

To add items, perform the following steps:

1. Navigate to Payers dashboard.

2. On the All tab, select the Payer.

The Payer Overview page appears.

3. From the left panel, select Settings, and then Items.

The Items page appears.

4. Click Add Item.

The Add Item dialog box appears.

5. Select the type of the inventory from the Type list.

6. Enter the item name in the Item Name box.

7. If you select Inventory from the Type list, select the GL accounts for Inventory Asset Account, Expense Account, and Income Account from their respective lists, and enter the descriptions.

8. If you select Non-Inventory or Service from the Type list, select at least one GL account —either an Expense Account or an Income Account—and enter the description.

9. Click Save.

The item is added successfully and listed on the Items page.

Note: You can view or edit the items by clicking the

Ellipsis icon next to each item.