Banking
- Bank account summary
- Open banking is here
- Bank Rules
- Direct transfers
- Dealing with cash
- Importing a csv file
- Reconciling the bank
- Adding a new bank account
- Entering bank transactions manually
- CSV file formats for bank statements upload
- Allocating a Transfer from an imported csv file
- Why do you need to explain bank transactions
- How to link the bank account to the Cater Allen feed
- Dealing with a loan account or a directors loan account
- Allocating money in against an invoice from an imported csv file