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How do I find a financial entry?
In this article, you will learn that finding an entry within iClips is simple and fast.
Financial entries in iClips include Accounts Payable, Accounts Receivable, Incoming and Outgoing with their different origins: client, supplier and employee.
It is through this feature that you will have better financial control of your agency, obtaining inputs to perform flow analysis and cash projection, for example.
The most practical way to access financial entries on your iClips is as follows: go to the menu on the left and go to Finance > Entries.
The screen that will open will give you access to the menus that categorize the items in question, which are: Receivable and Payable; Accounts Payable; Accounts Receivable; Inflows and Outflows.
On the home page, it is also possible to use the account and date filters, located in the top right-hand corner of the screen.
In addition to these options, it is also possible to use the Advanced Search feature.
By clicking on the arrow in the filter, a pop-up opens and you can add a series of information regarding the entries to improve your search.
Through the Advanced Search, you can search for the entry value, subcategory, and date, among others. Combine items to display more accurate results! (Click here for details on Advanced Search)
Finally, you can also use screen sorting features:
Still need help? Just call us at firstname.lastname@example.org or on the platform chat and we will help you out!