Skip to main content
AccountsPrep - Individual Bank Dashboard

An overview of the Individual Bank Dashboard in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated yesterday

Objective

This article will provide an overview of an individual bank's dashboard; its functions and best practices for use.

Applies To

  • AccountsPrep integrated companies.

Procedure

On any bank's dashboard page, you will see a quick overview of its activity during the current period:
​


Charts & Graphs

  • Running balance tab shows the running balance from period start date to end date in a clear view.
    ​

  • 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:

  • Bank Statement data

  • Cheque listings

  • Deposit listings
    ​

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:

Did this answer your question?