1. Create a Payment Request for COST

Step 1: Go to the list of invoices to be paid

From the menu, go to Accounting → Cost to view the list of invoices that require a payment request.

Step 2: Filter by recipient

Use Filter by Recipient to select the vendor or partner that needs to be paid.

Step 3: Select invoices to be paid

Use Freightek’s filters to find the invoices that require payment → Tick the checkboxes to select them. (Only invoices with Payment Submission Status = Pending can be requested.)

Then follow: (1) Action → (2) Request Payment → (3) Click Request in the popup window to submit the payment request.

After the request is created successfully:

• The Payment Submission column will change from Pending → Waiting

• The payment request will appear in the Payment Submission tab for approval and tracking

Explanation of Payment Request Statuses

• Waiting: The payment request has been created and is pending approval.

• Approved: The payment request has been reviewed and approved.

• Partial: A portion of the requested amount has been paid.

• Paid: The full requested amount has been paid.

• Reject: The payment request has been rejected.

2. Create a Payment Request for POBO

Step 1: Go to the list of invoices to be paid

From the menu, go to Accounting → POBO to view invoices requiring a payment request.

Step 2: Select invoices to be paid

Use filters to search for the invoices → Tick the checkboxes for invoices that need payment.
(Only invoices with Payment Submission Status = Pending can be requested.)

Step 3: Submit the payment request: (1) Action → (2) Request Payment → (3) Click Request in the popup window

Once submitted successfully:

• Payment Submission status changes from Pending → Waiting

• The request will appear in the Payment Submission tab for approval and processing