1. Open the Entry Form: Click the Add Cheque button (likely the green + icon on the main screen).

2. Identify the Source:

   • Select or Add New Client.

   • Select or Add New Project.

3. Record Cheque Details:

   • Enter the Cheque No.

   • Select the Bank Name and Branch.

   • Enter the Cheque Amount (e.g., in QAR).

   • Confirm the cheque Date and who received it (by).

4. Set Initial Status:

   • Confirm the initial Status (default is Received).

   • Add any important Comment.

5. Finalize: Click the Submit >> button.

Phase 2: Tracking and Monitoring (Using Image 1)

Once submitted, the main dashboard is used to monitor the cheque’s progress:

1. Find the Cheque: Locate the cheque in the main list by searching/filtering by Cheque Number, Client Name, or Cheque Date.

2. Monitor Status: Use the key filters at the top to see the current stage of the payment:

   • Not Received yet: (Before Step 1)

   • Received Not Submitted: The cheque is ready to be deposited.

   • Under Collections: The cheque is at the bank and being processed.

   • Refused: The cheque has bounced or failed collection.

   • Collected: The funds have successfully cleared and are in the account.

3. Review History: Click on the individual cheque record to view details, notes, and status changes over time. You can also filter by Year (2025, 2024, 2018) or Month to review specific periods.