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Paying a contractor

The bill, the approval, the payment, and the year-end totals, in the order they happen.

The bill

A contractor’s bill is recorded when it arrives, not when it is paid. Pay money offers the choice: record the bill and pay it now, or record it to pay later. The bill asks for the giver’s name, the total and the tax as shown.

From that day, the books show the debt.

The approval

A payment to a person rests on a document or an approval. An approval is recorded by a person who can approve, who is not the payee. It names the payee, the most it covers and the minute where the board’s decision stands.

A payment that would pass the ceiling stops. A fresh approval is needed first.

The payment

The Bills page lists what is owed. Open the bill and record the payment: how much, the date and where the money came from. A part payment is fine. The bill shows what is left.

If an old payment left the contractor a credit balance, the bill can be settled from it. No new money moves.

Year-end totals

Each payment names its contractor and the role they were paid in. At year end, the app adds up what each person was paid, role by role. Those totals are what the tax slips are made from.

A payment with no name or no role is a hole in the year-end totals.