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Manage - Banks

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Manage - Banks

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  • How to reconcile credit card statement settlement
  • How to reconcile transfers between accounts
  • How to reconcile with new entries
  • 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 and receipts
  • 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
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