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603 - Bank Transactions Training

Greg Stevens
05-15-2017

Watch the videos below to view our training program on how to handle manual bank transactions:

 

These are transactions that are used for directly taking money out of your bank account and bypassing payables.  Typically these are used for Debit Card transactions or manual checks for incidental expenses.

 

Check Printing Preferences

 

 

Manual Checks and Debit Transactions

 

 

Suggested Procedural Stuff:

1. When are we going to use Manual transactions and when are we going to enter Payables?
2. Make sure the people entering manual transactions understand the ramificationsof coding them to the GL properly.

 

 

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