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603 - Bank Transactions Training

Greg Stevens
10-25-2019
Tags: accounting, Debit, Manual Checks, Setup

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 ramifications of coding them to the GL properly.