AccountsPrep - Individual Bank Dashboard

An overview of the Individual Bank Dashboard in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago

Objective

This article will provide an overview of an individual bank's dashboard; its functions and best practices for use.

Applies To

  • AccountsPrep integrated companies.

Procedure

On any bank's dashboard page, you will see a quick overview of its activity during the current period:
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Charts & Graphs

  • Running balance tab shows the running balance from period start date to end date in a clear view.
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  • Activity breakdown tab shows a month-by-month split between: Receipts, Payments, Transfers In and Transfers Out.
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Add Transactions to the Bank

Using the buttons under the graph, you can quickly add any of the following for that bank account:

  • Bank Statement data

  • Cheque listings

  • Deposit listings
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Quick Links to the Bank's Reports/Functions

Using the quick links in the bottom left corner, you can quickly access any of the following for that bank:

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