Your Banking Dashboard shows you a high-level overview of the bank balance, vendors, purchase cards, and transaction management. Here you can use our guide to get started, view and manage banking data, reconciliation, and much more.
Getting Started
The section at the top helps you get started with the most important tasks including adding vendors and managing transactions. These tabs, Add VendorsandManage Transactions, will guide you through the steps to create each one of those tabs.
Charts and Data
The middle section shows you all your current banking data. You can manage your Bank Balance, Account Payables, Purchase Cards, and your latest Reconciliation. These tiles give you a quick overview of what to expect throughout your dashboard.
Quick-Access Tiles
The tiles at the bottom section streamline your workflow by giving you quick access toSubmit Financial Reports, your checks & Deposits, Bank Reconciliation, Purchase Cards, Account Payables, and journal Entries.
