To record a new Paid In/Out transaction, click the Paid In/Out item under the Cash module of your Clarifi App Drawer.
Any previous records for the previous week and the current one will be displayed, but if there aren’t any to display, simply click Add or Add Transaction to create a new one.
The Record Transaction modal will display:
(A) The option to mark whether or not you’re paying “in” or “out.”
Are you taking money from the safe, or putting money into it.
(B) The Account dropdown will allow you to select any account that was configured by a corporate user.
(C) The date and time the transaction was made
(D) The amount of money to complete the transaction
(E) An optional space to describe the transaction
Once you click Save, the transaction will appear in the list.
To edit or delete a transaction, click the vertical 3-dot menu on the right of the transaction.