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 and 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
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