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8.1Banking Overview

Chapter 8 · Banking·1 min read

  • Headline metrics — Bank & cash balance, To categorize (bank lines waiting for review), Connected feeds and Bank rules.
  • Quick actions — Add bank account, Record transfer, Record deposit, Bank rules, Connect a bank, All accounts.
  • An Accounts panel with each account's balance, and a Pending review panel listing the transactions that need categorising.
8.2Bank and cash accountsAdding an account Bank, cash and credit-card accounts are accounts in your chart of accounts with the type Bank, Cash or Credit Card. There are two ways to…Banking4.1Contacts OverviewThe Overview is a read-only picture of your customer and vendor base: Customers and Vendors — counts, with growth over time in the chart. Receivables and…Contacts — customers and vendors4.5The contact overview pageClicking a customer or vendor opens its page. The header shows the name, an Active / Inactive tag, the currency, payment terms, tax treatment and how long…Contacts — customers and vendors5.1Sales OverviewHeadline metrics — Invoiced this month, Unpaid invoices, Overdue invoices, Open estimates, Orders to fulfill and Draft invoices, with a Revenue over time…Sales