How to Add a Vendor Payment through Create New or Android/iOS Mobile App Upload in Purchase and Payable Application

Yash Sawant
May 21
2 min read

Updated: Jun 27

In this guide, we will explain how to add a vendor payment using two different methods: through the Fieldmobi Dashboard and via the Android/iOS app.

Goal 1: Add a Vendor Payment Through Create New on the Dashboard

The Manager or Team Lead can create a vendor payment on the Fieldmobi Dashboard. 💻

Steps to Add a Vendor Payment on the Dashboard

Log into the Dashboard: Start by logging into your Fieldmobi account. Use your credentials to access the main dashboard.
Locate the 'Create New' Button: On the dashboard, find the 'Create New' button to begin adding a new vendor payment.
Fill in Payment Details: Enter the required details such as vendor name, amount, and payment purpose. This information is crucial for record-keeping.
Submit the Payment: Once all details are entered, click on the 'Submit' button. This will save the payment in the system.
Approval Process: Remember, all vendor payments need approval. The payment must be reviewed by authorized personnel before it is finalized.

Goal 2: Add a Vendor Payment from the Android/iOS App

Supervisors, Team Leads, or Managers can also record a vendor payment using the Android/iOS App. 📱

Steps to Add a Vendor Payment Using the App

Open the App: Launch the Fieldmobi app on your mobile device.
Select the Invoice Number: Choose the invoice number associated with the payment. This will automatically update relevant fields, minimizing manual inputs.
Enter Payment Details: Fill in the necessary information about the payment, including the amount and vendor.
Submit for Approval: After entering the details, submit the payment.

Important Note

Any vendor payment added from the Android/iOS App must be approved on the Dashboard. This ensures that all payments are verified before processing.

Benefits of Managing Vendor Payments Digitally

Managing vendor payments through digital platforms offers various advantages:

1. Efficiency

Digital systems significantly reduce the time spent on manual entries. This means more time can be spent on critical tasks rather than administrative ones.

2. Accuracy

Automated systems reduce human errors. When records are created digitally, the chances of making mistakes are minimized. This leads to more accurate financial records and smoother audits.

3. Accessibility

With mobile apps, you can manage payments from anywhere. Whether you are in the office or on a business trip, you can handle vendor payments with ease.

4. Tracking and Reporting

Digital solutions often come with built-in tracking features. You can quickly retrieve past transactions, which simplifies reporting and financial analysis.

Conclusion

Adding vendor payments through the Fieldmobi Dashboard or the Mobile App is a straightforward process. Whether you choose to use the dashboard or the app, the steps are simple and efficient.

By utilizing these digital methods, your team can enhance productivity and maintain accurate financial records. Remember, keeping your payments updated and approved is key to smooth financial operations.

For more detailed instructions or features, consider visiting the Fieldmobi website.