Tutorial — Using Pay Now

What This Tool Is For

How to record a cost that is settled immediately from a bank account — and why the tool insists on doing both things at once.

Step-by-Step Walkthrough

Step 1 — In the cost entry form, choose Pay Now.

Step 2 — A bank-account selector appears and becomes mandatory. Pick the account the money actually left.

Step 3 — Save. The platform records the expense AND the matching withdrawal together, and marks the cost as PAID. There is deliberately no way to do one without the other — that's the design protecting you from a ledger where the expense exists but the cash movement was forgotten (or vice versa).

Step 4 — Verify in two places: the cost list shows the item as paid, and the bank account's transaction list shows the withdrawal with the same amount and a link back to the cost.

Real-World Example

Scenario: A $499 design-tool subscription is charged to the company card today. The accountant enters the cost, picks Pay Now, selects Operating Account, saves — and is done. End of month, the bank statement shows the $499 charge, the platform shows the matching withdrawal, and reconciliation takes seconds instead of an email thread.

Tips & Common Mistakes

• Pick the right account: a withdrawal recorded against the wrong account makes BOTH accounts fail reconciliation.
• Pay Now is for costs settled at (or before) entry time. If cash hasn't actually moved yet, you want Pay Later, even if payment is scheduled for tomorrow.
• Card payments count as Pay Now from the account that the card settles against.

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Everything described in this tutorial is a working feature of TupicFinance, the financial management platform of the Tupic ecosystem. The screens, workflows, and guardrails above behave exactly as written there — this guide doubles as the platform's user manual for this tool.