On any bank's own dashboard page you get a quick overview of its activity during the current period:
Charts & Graphs
- Running balance tab shows the running balance from period start date to end date in a nice view
- Activity breakdown tab shows a month-by-month split between: Receipts / Payments / Transfers In / Transfers Out
Add transactions to the bank
Using the buttons under the graph, you can quickly add any of the following for this bank account:
- Bank Statement data
- Cheque listings
- Deposit listings
Quick links to the bank's reports / functions
Using the quick links in the bottom left corner you can quickly access any of the following for this bank:
- Bank Reconciliation report
- Bank Statement report
- Bank Legder (account details as per General Ledger)
- Batches:
- Bank Statement batches
- Cheque batches
- Deposit batches
- Cheque listings
- Deposit listings