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How do I Add Bank Transactions?


Instruction

To add a bank transaction such as a bank fee or monthly interest

1.  Navigate to Accounting > Cash > Bank Accounts

2.  Click > New Transaction

3.  Specify the necessary information including the bank account for the transaction

4.  Click Save 

 


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Permissions and Settings

To [action] you need permission to [name of permission]. To do this go to Admin > User >  (Select User) > Change Permissions > [Settings Category] > [Name of Setting]

In order to [action], you need to [Description of Setting]. Click here to read how to set that up.

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