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How to view a treasury or a bank account?
- Click on “Finance” from the main dashboard.
- Click on “Treasuries & Bank Accounts”.
- Click on the required treasury or bank account.
- The system shows the transactions as depositions and withdrawals.
- There are controlling tools for certain procedures such as Edit Details, Activate/Deactivate, Mark as primary, Delete.
- You can use the right arrow to move to the next page or the left arrow to move to the previous page.
- You can use the top or bottom arrows to sort the transactions ascendingly or descendingly.
- Click on the “Transactions” tab to display the transactions on the treasury or the bank account.
- Click on the “Transfers” tab to display the transfers to or from the treasury or the bank account to another.