💸 How to register a payment in ProcessFlex
To register a payment in ProcessFlex, follow the steps below:
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📍 Step-by-step
1. In the main menu, go to: Finance > Statement
2. At the top of the page, click the “Expense” button.
3. A modal window will appear for you to register the payment.
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📝 Filling in the required fields
In the registration screen, provide the following information:
- Amount 💰 – Define the payment amount
- Date 📅 – Select the transaction date
- Bank Account 🏦 – Choose the account that will make the payment
- Chart of Accounts 📊 – Properly classify the expense
- Cost Center 🧩 – Link to the responsible cost center
- Payment Method 💳 – Example: Credit Card, Transfer, etc.
If needed, use the Installments field to split the amount into multiple payments.
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🔁 Recurring payments
A payment can be set as recurring, meaning the system will automatically generate future entries based on a defined rule.
This feature is useful for fixed expenses such as rent, subscriptions, or recurring services.
To use it, enable the Recurrence option in the form.
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⚙️ Recurrence fields
When recurrence is enabled, the following fields will be displayed:
- Recurrence 🔁
Defines the repetition frequency (monthly, weekly, yearly, etc.)
- Start date 📅
Base date for generating future entries
- End date ⏳ (optional)
Defines until when the recurrence will be valid
If not set, entries will continue to be generated
- Incidence type 🧠
Defines the recurrence logic
(e.g., day of the month, day of the week)
- Incidence day 📌
Defines the specific generation day
(e.g., day 3, every Monday)
- System automatic message 💡
The system will display a summary of the configured rule
(e.g., “It will be created every month on day 3”)
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🔎 Additional fields (optional)
In addition to the main fields, you can include extra information:
- Source Process 🔗 – Link to a related process (purchase, sale, quotation, etc.)
- Description 📝 – Describe the reason for the payment
- Currency 💱 – Select the currency used
- Tag 🏷️ – Additional classification for organization
- Payee 👤 – A registered profile in the system who will receive the payment
These fields help keep your financial management more organized and traceable.
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After filling in all the information, click Save to complete the registration.
If you have any questions, use the chatbot or contact support through the Help Center.