Manage - Banks
- How to activate the gateway as a payment method in the client portal
- How to add a bank
- How to connect an account in Banks
- How to archive an account in Banks
- How to reconcile invoices charged through banking services that do not detail the commission
- How to disconnect an account in Banks
- How to reconcile with new invoices, sales receipts, and entries
- How to add a cash account
- How to add a credit card
- How to use suggestions to speed up the bank reconciliation process
- How to manage credit card purchase returns
- How to unreconcile a transaction
- How to perform the daily cash desk closing
- How to account for a cash deposit from the bank
- How to restore an account in Banks
- How to delete transactions or your bank statement
- How to reconcile invoices collected through payment gateway and with bank commissions
- How to reconcile with pending documents
- How to create a payment gateway
- How to reconcile invoices in another currency