Bank Transactions

This guide explains how to view and manage bank transactions.

Viewing Transactions

Navigate to Banking > Transactions.

• You can view a list of all deposits and withdrawals across your accounts.
• Filter by date or specific bank account.

Pending Transactions

If you have integrated bank feeds or uploaded statements:

1. Go to Review Pending Transactions.
2. Match them to existing system invoices or expenses.
3. Or create new transactions from the feed.