BANKING

Modified on Fri, 10 Feb, 2023 at 10:28 AM


Accounts - This video outlines the features available in the Accounts page.




Register - The Register page is where you can see recent bank activity, add deposits, transfers and withdrawals, and reconcile the bank account.




Journal Entries - Journal entries can be made, edited, and imported in this tab.




Repeating - This page shows all repeating entries that have been setup. These can be edited and deleted.




Reconciliation Status - This page shows the status of all bank and credit card reconciliations per month.




CC Disputes - This function is where you can create credit card chargebacks and disputes, upload backup, and print the documentation to provide to the merchant processor.




Payroll Import - Payroll can be manually imported using a set template that imports the payroll wages and bank transactions.





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