How to view bank book?
In the billing software, accessing the bank book is a straightforward process designed for user convenience. To view the bank book, start by logging into the software and navigating to the ‘Accounting’ or ‘Finance’ section. Additionally, you can streamline the process by following these simple steps. Specifically, look for the ‘Bank Book’ option, typically listed under financial reports or accounts summary.
Once found, click on it to open the bank book interface. Here, you can specify the date range for the transactions you want to review, ensuring accurate results. The bank book provides a detailed record of all financial transactions related to your bank account, including deposits, withdrawals, and transfers. By using this feature, you can easily track your finances, reconcile accounts, and make informed decisions based on the real-time data displayed in the bank book section of the billing software.
- Open logicview erp application
- Login the application
- Open the company
- Click on accounting menu option
- Click on bank book
- Select the bank
- Select date range
- Click on go