...
- To use an upload of your bank statement to quickly create missing transactions
- You may pay people and not have entered a payment yet - that is ok - we make it easy to create the payments from the bank reconciliation screen
- Upload your bank statement - this will provide a list of all transactions you have in your bank
Then search for each transaction to find a match - or create the transaction in the system by right clicking on it.
...
| Info |
|---|
A "Creditor Payment" is when you are matching to an invoice on a Creditor A "Creditor Prompt Payment" is when you are not bothering to enter a Creditor Invoice. |
You can start a bank fee journal from here as well - this will create a journal on the creditor you configured for the bank with the other side defaulting to using the account referenced in Symbols Config - BankFeesGLAccount
...
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Related issues
