Under all Account Transactions tab of your bank accounts, you can edit the spend money transactions or receive money transactions. No matter if the transactions are reconciled or unreconciled, you can Clickentry allows you to edit all fields. What you Need to Know While editing the transaction, make sure any edited line amount must add...
This article will help you search and view account transactions you've created in a bank account in Clickentry. How it Works It's important for you to know how the search works when you search for any particular transaction in Clickentry. It looks at all transactions in a bank account i.e. invoices, bills, and...
Using Remove & Redo option you can delete an account transaction from your bank account in Clickentry. You must have the adviser or standard user role to delete an account transaction. Note: You can't reverse the Remove & Redo action. If you have done this in error then you will have to enter the transaction...
Find the account in which you paid a Bill or received an Invoice Payment. Find the Account you Recorded an Invoice Payment into In the Account menu, select Sales. In the Invoice section, select the Paid or Partial Paid status tab. Find and open the Invoice you want to see the details. Click on the Payment link. Here you can see the payment account...
In case, you require to adjust the balance of a bank account, we advise you first try to correct the underlying transactions. If due to any reason, you are not been able to correct the underlying transactions then you have to adjust the balance by adding a transaction or setting...
To track the flow of funds between your accounts you can create a transfer money transaction. About Transfer Transactions It helps in recording the flow of funds between two bank accounts. In Clickentry, A transfer can be created from scratch or during bank reconciliation. The thing required is that just create a transfer transaction...
You can record a Prepayment when a payment is made in advance of : An invoice being raised for your customer. A bill being received from your supplier. Clickentry allows you to enter a prepayment in your bank account or during bank reconciliation, as a type of Spend Money or Receive Money transaction. About Prepayments in Clickentry Clickentrt does not have...
In Clickentry, you can create a new spend or receive money transaction based on an existing one. If you want to use a similar transaction that is already in your bank account, you can reuse it simply by copying. To do this: In the Account menu, select Bank Accounts. Go to the bank account. Click on the Manage...
Clickentry allows you to Cancel Automatic Bank Feeds by yourself if your feed was connected via online banking. In the Account menu, select Bank Accounts. Go to the bank account you want to stop the automatic bank feeds for. Click on the Cancel Automatic Bank Feeds button. Click Ok to confirm.
You can manually record bank transactions into Clickentry by exporting bank statements from your online banking. When to Import Bank Statements Manually If you are not able to set up a bank feed to automatically import bank transactions, Clickentry allows you to enter bank transactions manually. There might be another reason to import bank statements manually if you...
