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How do I Clear Bank Transactions?


Instruction

Clearing bank transactions can be preformed at any time during the month or at the time of reconcilation

1.  Navigate to Accounting > Cash > Bank Accounts

  • Click on the row corresponding to the bank account for which you want to clear transactions
  • On the ledger that appears, check the box under the 'Cleared' column to clear a bank transaction
  • Click > Save
The reason for Clearing Bank Transactions is so another user can not edit them.
 
 

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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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