On any bank's dashboard page, you’ll see a quick overview of its activity during the current period:
Access to Dashboards
You can access the bank dashboards from the Banks tab.
Click the Banks tabs, then Bank accounts.
From the bank accounts list, click the account's name.
Charts & Graphs
The Running balance tab shows the running balance from period start date to end date in a clear view.
The Activity breakdown tab shows a month-by-month split between: Receipts, Payments, Transfers In and Transfers Out.
Add Transactions to the Bank
Using the buttons under the graph, you can quickly add any of the following for that bank account:
Quick Links to the Bank's Reports/Functions
Using the quick links in the bottom-left corner, you can quickly access any of the following for that bank:
Bank Ledger (account details as per General Ledger)
Batches:
Cheque listings
Deposit listings