SettleWisePayoutsMoney out
PO-01Record what left

Pay an expense from a register

Someone already paid for fuel, supplies, or a repair from a register.

Track

Money out

Phase

Record what left

Starts with

Money already spent

Ends with

Completed payout

You are here

PO-01
  1. PO-01Pay an expense from a register
  2. PO-02Register a vendor bill
  3. PO-03Pay open bills
  4. PO-06Close the week with an export

The situation

The money already left. There is no debt to track, only an expense to record.

What starts it

Accounting clicks Quick on Payouts and keeps Payout.

How it unfolds

AccountingSystem
  1. 1

    Accounting enters the recipient, or picks a vendor, and the amount

    Accounting

    The vendor is optional for a quick payout.

  2. 2

    Accounting picks the register the money left and the expense account

    Accounting

    The account explains what the money was for.

  3. 3

    Accounting adds an optional memo and clicks Create payout

    Accounting

    This is the key moment of the journey: the spending is recorded where it happened. This is the key moment of the journey.

  4. 4

    The register goes down and the expense appears in Accounting

    System

    QuickBooks receives the expense when connected.

Who's involved

Accounting

Owns money movement, registers, and reconciliation.

System

Automates emails, matching, reminders, and sync.

What each person sees

Accounting

The register going down and the expense on its account.

Why: Keep cash and spending honest.

The rule to remember

If the money already left, it is a payout, not a bill.