Bank Account

Introduction

Following shows a sample window. The chapter describes features available within the window.

Cash Transfer

Click "Transfer Cash" on upper right of the window Enter From/To account, date, and amount, th...

View Transaction

Click "View" to the right of the bank account Transaction modal appears

Reconcile Transaction

Click "Reconcile" to the right of the bank account Check boxes on right of the transaction. ...

Record Dividend

Click "Record Dividend" button to right of the account Enter date, revenue/bank account, amoun...

Introduction

Create Receivable

View Receivable

Void Receivable

Introduction

Create Customer

Update Customer

View Customer

Customer Performance

Receive Payment

Introduction

Create Payable

View Payable

Void Payable

Introduction

Create Supplier

Update Supplier / Employee

View Supplier / Employee

Pay Supplier / Employee

Introduction

Create Expense

Update Expense

View Expense

Submit Expense

Retract Expense

Approve Expense

Introduction

Create expense

Manage recurring expense

Introduction

Cash Transfer

View Transaction

Reconcile Transaction

Record Dividend

Introduction

Create loan

Update loan

View loan

Record interest

Bad debt

Introduction

Create investment

Update holding

View investment

Introduction

Finance Report

Inventory Report

Outstanding A/P

Outstanding A/R

Introduction

Adjust inventory

Calculate commission

Receivable download

Expense download

Raise capital

Introduction

Cash Transfer

View Transaction

Reconcile Transaction

Record Dividend

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