DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Simplified Manual Bank processing


#1

Is there a way to simplify “Receive and Spend Money” specifically for manual processing of bank statements if electronic bank statements are not available?

A suggestion would be to be able to process multiple line items on multiple dates for multiple transactions within one page.

This would significantly improve the time spent processing bank statements manually.


#2

Will this not make it easier for users transferring from and existing financial systems or using excel to get all the historical financial data into Manager?


#3

Hi, Lubos.

Could you please help me with the following?