Bank
Cash & Bank
Click on the Banking tab, the first tab is Cash & Bank
Choose Cash & Bank
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List of Cash and Bank Accounts
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You can create / edit Bank Account/Bank Liability.
- Spend Money
- Receive Money
- Transfer Money
- Import Bank Statement
Create New Bank Account
Click on the Bank Account tab to create new bank account
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Fill in the details and save to add a new bank or cash account; this is manual process to adding an account. Alternatively click on the Online tab to create and link Bank account
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Select Service 2 in India
List of Banks will appear, select your bank
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Select Netbanking and Enter details
Spend Money
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Click on Spend Money Tab to enter details about payment made.
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Click on settings icon to open Customization Setting page
Receive Money
Click on the Receive Money tab
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Enter details about money received
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Click on settings icon to open Customization Setting page
Transfer Money
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Click on the Transfer Money tab to enter details of fund transfer from one bank to another or use the same for cash deposit and cash withdrawals
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Import Statement
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Click on the Import Statement Tab
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This page shows the fields required in the bank statement file for uploading the file
File must contain at least the Mandatory fields