Help · Items, stock & banking

How to use Banking

See every bank and cash account, its balance in the books, the last statement imported and lines still to reconcile.

Who can do this: Everyone in your organisation who has access to this app.

Steps

Step by step

  1. Open Banking from the left menu.
  2. Each row shows Balance in books, Last statement and Statement lines to reconcile.
  3. Click Open on an account to reconcile it.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support