Balancer
Support for Balancer, including a 4-step Quick Start Guide
By David and 4 others5 authors23 articles
- How to set up Balances
- How to use the Dashboard
- How to reconcile transactions & resolve discrepancies
- How the discrepancy balance is calculated
- How to edit transaction matches
- How to set up AR & AP matching
- How to use bank accounts in Balancer
- How to override Mayday's default FX rates
- How to post an FX adjustment
- How to update or delete an FX adjustment
- How to set, calculate and post loan interest
- How to export the Balancer dashboard, matrix and transactions
- How to set the creditor & debtor on loans
- How to handle cash-in-transit & matching amounts across periods
- How to view the dashboard at a future date
- How does Mayday Balancer interact with Locked Periods?
- How to create a single journal for multiple one-sided transactions