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Adding and Updating Payments

Hanna Lee Updated by Hanna Lee

Adding and Updating Payments is only available to the Costume and Set Dec departments.

Once you’ve finished your Budget, you’re ready to start adding and tracking Payments! 

To get to the Payments page, use the Product Switcher in the top left hand corner and click Budgeting. From the Budget, click Money Tracking and then click Payments in the top navigation bar. 

Warning: Make sure you only have SyncOnSet open in one tab and one browser when adding or updating Payments. Having multiple tabs open can cause issues with saving your work. Also, the web app will time out after 2 hours of inactivity (typing does not count as activity), so remember to save often! 

Adding Payments 

The Payments page shows you all of your Payments by default. 

To create Payments, click into one of the four Payment types: 

  • Purchase Order: A document sent from a purchaser to a vendor that authorizes a purchase.
  • P-Card: Short for Purchasing Card. A card or account number that employees can use to make purchases or payments on behalf of their employer. 
  • Check Request: Forms that are used to request payment when an invoice is not available or was not provided.
  • Petty Cash: A small amount of cash used to pay small expenses without writing a check. 

For this article, we’ll use a P-card. 

  1. Click Create P-Card Envelope.
  2. In the Create Payment form, enter all of the Payment information. 
  3. If you want to add more lines to this envelope, click Add New Line
  4. Click Save. You can always click on the envelope at a later time to add more payments.
Create P-Card
Pro Tip: When clicking into an envelope that has already been created, the Payments will order themselves based on episode number and then line number. 

Updating Payments 

Payments can be edited, deleted, or marked as “returned” from the Payments page of Money Tracking. Payments can also be designated as Assets if you wish to track your production's Assets.

To edit a Payment, go to the Payments Index:

  1. Use the Magnifying Glass icon in the table header to quickly search for a specific Payment. 
  2. Click anywhere on the Payment line you would like to update. 
  3. Make your changes.
  4. Click the green Checkmark button to save. 

Payments can also be edited from an Edit form:

  1. Click a blue link in the Payment # column. 
  2. Make updates and/or click Add New Line to add a new line to an existing Payment. 
  3. Click Save

Alternatively, if you want to delete a payment, click the red Trash Can button that appears when clicking into a specific Payment. 

Note: Payments cannot be deleted from the Edit Payment form. They must be deleted from the Payments page. 

Check out Managing Returns to learn how to mark your Payments as returns.

How did we do?

Cost Report

Creating Set Pieces in Money Tracking