How to register payments

To register a payment in ProcessFlex, follow the steps below:

📍 Step-by-step

1. In the main menu, go to:Financial > Extract

2. At the top of the page, click the “Expense” button.

3. A modal window will open where you can register the payment.

📝 Filling in the required fields

In the registration window, complete the following fields:

• Value – Enter the payment amount.

• Date – Select the transaction date.

• Bank Account – Choose the account that will be used for the payment.

• Account Plan – Classify the expense correctly.

• Cost Center – Link it to the responsible department or area.

• Method – Select the payment method (e.g., Credit Card, Bank Transfer, etc.).

If needed, use the Installments field to split the total amount into multiple payments.

🔎 Additional fields (optional)

You may also relate other information to the record:

• Origin Process – Link the payment to a specific process.

• Description – Add details about the payment.

• Currency – Select the currency used.

• Tag – Add an extra classification for organization.

• Payee – Specify who is receiving the payment.

These fields help keep your financial management organized and traceable.

💰 How financial records are generated

The financial record will automatically follow the selected type:

• Income → Generates an incoming transaction.

• Expense → Generates an outgoing transaction.

After filling in all required information, click Save to complete the registration.

If you have any questions, use the chatbot or contact support through the Help Center.