In order to reconcile a credit card, the credit card must be set up like a bank account so that you can create recon...
Jan 06, 2022
12:23
To make sure your Bank balances to the General Ledger, you should verify that the 'Statement Balance + Unclea...
Jan 06, 2022
14:19
You can see your bank account balances in a few different places in Restaurant365: GL Account Detail Report Che...
May 03, 2022
09:38
This article is part of the Direct Bank Connections training. Click here for more information on Direct Bank Connect...
Jan 07, 2022
09:29
This article is part of the Bank Account record and Canadian Check Format Setup. Please refer to those respective ar...
Jan 07, 2022
09:50
When banking institutions send your bank activity as a CSV file, it is necessary to restructure this information for...
Jan 07, 2022
09:55
Bank Rules can be set and managed on the 'Bank Rules' tab of the Bank Activity screen. Bank Rules are used s...
Mar 23, 2023
11:35
BAI File Transmission is one of three ways that Bank Activity can be updated. Click here to learn more about Bank Ac...
Jan 07, 2022
09:56
The Rule Vault houses all active and inactive default matching rules and user-created transaction rules. From t...
Dec 14, 2023
06:43
This is a part of the Rule Vault feature. Click here to learn about Rule Vault. From the Rule Vault, transa...
Feb 12, 2024
14:39
