Managing Bank Accounts

ERP ERP's Bank Accounts feature helps you track and manage all your business bank accounts in one place. This guide explains how to set up and use this feature.

1. Go to the 'Accounting Module' and click on 'Bank Accounts.'
2. Click 'Add Bank Account' to register a new account.
3. Enter the account details, such as bank name, account number, and type.
4. Link transactions to the appropriate bank account for accurate tracking.
5. Reconcile bank statements with transactions to ensure accurate financial records.
6. Use filters to view specific account transactions and balances.

• Go to the 'Accounting Module' and click on 'Bank Accounts.'
• Click 'Add Bank Account' to register a new account.
• Enter the account details, such as bank name, account number, and type.
• Link transactions to the appropriate bank account for accurate tracking.
• Reconcile bank statements with transactions to ensure accurate financial records.
• Use filters to view specific account transactions and balances.