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, then click "Submit" 

 

  

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.   Click "Update" when finished. 

 

  

Record Dividend
Click "Record Dividend" button to right of the account 

 

 Enter date, revenue/bank account, amount, etc.  Then click "Submit"