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HELP MODULES
ACCOUNTING
Banking
Batch Transactions
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Batch Transactions
Batch Bank Transactions
will allow the user to
capture transactions
directly from the
bank statement
without needing to navigate to
separate transaction screens
.
Note: These will only be single line transactions
.
Bank Account
Select the Bank Account pertaining to the Transaction you want to add to the Batch Process.
Top
Add New
Left-Click the Add New Button (
) to view the second part of the screen.
Top
Save/Cancel
When all information has been entered the
Transaction
is
saved
by
Left Clicking
on the
Save Button (
)
. Should the user want to
Cancel
the
Add Action
,
Left Click
on the
Cancel Button (
)
.
Top
Process Button
Left-Clicking the Process Button will process all Transactions currently shown on the screen. This can not be undone.
Top
The contents of Batch Transactions
How to Save Transactions and Continue Later
How to Import transactions from a CSV file
Made with help of Dr.Explain
) to view the second part of the screen.
)
)
