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Banking History
Banking History Overview Apply an appropriate date filter to view card and cash deposits from the past. Clicking on the "eye" icon in the View column will open a copy of the deposit slip for the banking.
6 – Dashboard - 3-Way Reconciliation
Procedural Note 6 – Dashboard - 3-Way Reconciliation Steps Shortcut: Owner Accounting->Dashboard->3-Way Reconciliation Step-by-Step 1 This always shows a summary of the 3-way Balance on your dashboard. Step-by-Step 2 When you click on 3-Way ...
5 – Dashboard Health Check – Last Reconciliation
Procedural Note 5 – Dashboard Health Check – Last Reconciliation Steps Shortcut: Owner Accounting->Dashboard->Last Reconciliation was XX days ago Step-by-Step 1 Locate Health Check and click on ‘Last Reconciliation’ Step-by-Step 2 After step 1, takes ...
3 – Dashboard
Procedural Note 3 – Dashboard Steps Shortcut: Owner Accounting ->Dashboard Health Check - The first box displays different tasks as listed below, and a corresponding face for the urgency, smiley face (Green) not urgent, no expression (orange) urgent, ...
Dashboard
Overview of the Dashboard The Dashboard tab gives you instant feedback on how your property is performing. This screen is divided into the following widgets. Health Check The Health Check widget notifies you of any outstanding tasks or issues that ...