How to add transactions to the Bank manually? : Capium Support - Click here for help

How to add transactions to the Bank manually? Print

Modified on: Thu, 19 Aug, 2021 at 4:29 PM

Location: Bookkeeping module > Dashboard > Client specific > Bank > Dashboard

Help Guide:

Please click on your bank account

Then click manual import in the top right hand corner

please fill out the transactions as needed

You can delete rows by using the bin button

You can add rows by clicking the + Row button

Then click Save

These transactions will now sit on the dashboard. These are not reconciled

Please click here to find out how to reconcile transactions

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