What happens when I record a remittance?

1. Open the email on Documents under Correspondence. Press the button on the row.
2. The panel opens with what YourCA read from the remittance: the amount, the date, how they say they paid and their reference. Under each one are the exact words from the message.
3. Pick which claim they paid. Only claims you served are offered, because nobody can pay against a claim they never saw. If the job has only one, it is already picked.
4. Before you press, the panel tells you what the press does. It does one of two things.
5. With no accounting system connected, it records the payment, and the claim shows paid. That is what you do today when you read the remittance and type the figure into the claim. The press is your decision, not the paper.
6. The payment row then says, for as long as the row exists, that it was recorded from an email from that claimed sender. A year later, anyone who reads the ledger can see which figures came from a bank statement and which came from an email.
7. With Xero or MYOB connected, nothing here marks the claim paid. Your books decide that. The press files the remittance against the claim as evidence. YourCA marks the claim when the payment actually shows in your accounting system.
8. In that case, the panel has no boxes for the amount or the date, because nothing here writes them.
9. Either way, the email stays on the job with its attachment and the day it arrived. That proves the remittance was sent to you on that day.