To enter your bank payment details to your sales invoices, follow the steps below: 1) Head to the Sales section 2) Click on the 'New Invoice' button 3) In the 'Payment details' box, there is a 'Create' button, click on this 4) If you have a bank set ...
1) Click on Bank Accounts 2) Click on Reconcile for the bank account you wish to reconcile 3) Enter the date the bank statement goes up to 4) Enter your statement balance. This should be the balance per the bank statement 5) Tick each transaction ...
1) Click on Bank Accounts at the top of the screen 2) Click on Import CSV on the bank account you wish to import transactions into. 3) Select the bank the CSV has been downloaded from 4) Select the CSV File 5) Click on Upload and process CSV File * ...
To request transactions directly from the bank: 1) Go to Bank Accounts at the top of the screen 2) Click on the blue button Fetch Transactions Directly From The Bank 3) Select the date range you require 4) Click New Request, enter any comments you ...
To request your transactions directly from the bank: 1) Go to Bank Accounts at the top of the screen 2) Click on the blue button Fetch Transactions Directly From The Bank 3) Select the date range you require 4) Click New Request 5) Once the request ...