Adding or Editing a Pay-in or Pay-out Reason

To get to Pay In/Out Reasons, type payinreasons or payoutreasons into the Convobar, or go to Meevo > Register > Pay In/Out Reasons.

To add a Pay In/Out Reason

Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo. 

  1. From the Pay In/Out Reasons search form, select Add New.
  2. Display Name: Enter a name that will make this item easy to identify in lists or menus in Meevo.
  3. Select Type: Select the action (Pay In or Pay Out).
  4. When finished, select Save.

To edit a Pay In/Out Reason

Note: Some fields on the form may not be editable if the current location is not the item's Home Location. 

  1. Locate and select the reason. .
  2. Select Edit, and make your changes.
  3. When finished, select Save.