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