Payment Method Management

Payment Method Management

Getting Started

To manage individual accounting items:

Log in to your Royalti.io account

Select your Workspace

Select the Payment Method from the Accounting dropdown menu:

Viewing Item Details

To view complete information for any accounting item:

Locate the item you want to examine in the table

Click the eye icon on the row of the item

A modal will open displaying all information related to the selected item

The view panel includes all details associated with the Payment Details, allowing you to review the complete information without making any changes.

Editing Items

To modify information for any accounting item:

Locate the item you want to change in the table

Click the edit icon (pencil) on the row of the item

A sidebar will open with editable fields

Make your desired changes to the information

Click the Save changes button at the bottom of the sidebar to save your changes

Important Notes About Editing:

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Required fields are marked with an asterisk (*)

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Some fields may not be editable depending on the status of the item

Deleting Items

To remove an accounting item from your records:

Locate the item you want to delete in the table

Click the menu icon (three dots) on the row of the item

A dropdown menu will appear

Select the Delete option from the menu

Confirm your decision in the dialog box that appears.

Important Notes About Deletion:

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Deleted items cannot be recovered directly through the interface

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Some items may not be deletable if they are connected to other active records

Best Practices

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Regular Review: Periodically review your accounting entries to ensure accuracy

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Documentation: Add notes when editing items to track the reason for changes

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Caution with Deletion: Only delete items when absolutely necessary

If you need further assistance, please contact our support team.