Banking Electronic Transactions
This process describes how to Bank any electronic transactions such as those from How
From the CR Dashboard:
- Select Reconciliations from Menu.
- Select Change Search Criteria button.
- Select Create Search Reconciliation button.
- The Transactions displayed is now refined.
- Once confirmed the money has been received into your bank account, select the Bank button next to relevant transaction.
- A green message will display " Transaction Successfully banked".
- Repeat this process, until all transactions are 'banked'.
