How to manage banks account balance

How to manage banks account balance

How to manage banks account balance


The following steps will guide you on how to manage banks account balance


Add bank account balance


  1. Click “Account Officer” from the menu pane.

  2. Select “Account Set Up”.

  3. Navigate to the right and click on “Banks Account Balance” tab.

  4. Select an accounting period.

  5. Click the “Add Bank Account Balance” button and enter required information.

  6. Click the “Save” button to save.


Fig1.1


Deleting account balance


  1. Repeat step 1 to step 3 in Fig1.1 above

  2. Select the account balance you wish to delete.

  3. Click the “Delete” button.

  4. Click “Ok” to delete the record.


Fig1.2







Editing account balance


  1. Repeat step 1 to step 3 in Fig1.1 above

  2. Select the account balance you wish to edit.

  3. Click the “Edit Bank Account Balance” button and update the necessary areas.

  4. Click the “Save” button to save the changes.




Fig1.3


    • Related Articles

    • How to add, delete, and update manage staff banks

      How to manage staff banks This guide below will take you through the process of adding, deleting and updating staff bank details. Add staff bank Click on Payroll admin. Click on Configure staff bank details Click on add , a dialog box pops out Click ...

    • How to manage staff banks

      This guide below will take you through the process of adding, deleting, and updating staff bank details. Add staff bank Click on Payroll admin. Click on Configure staff bank details Click on add, a dialog box pops out Click on the Staff browse button ...

    • How to add, delete, and update school bank accounts

      This is where the school-owned bank details are configured. This article will first guide you on how to add a bank account. Secondly, on how to delete existing bank accounts. And lastly, how to make changes to already added school bank accounts. How ...

    • How to generate bank schedule

      Click on Payroll Admin. Click on Manage Monthly Payroll. Click on the Generate Bank Schedule button. A window appears with a dropdown list of banks, select the bank you wish to generate a schedule for. Select All Banks to print for all banks ...

    • How to add, delete, and update bank to bank transactions

      How to add, delete, and update bank to bank transactions This feature enables you to add and update your banking transactions on the platform. The following steps will guide you on how to do that. Add (Fig 1.1) Click “Account Officer” on the left ...