Скачать с ютуб How to process customer bank receipts in Sage Accounting в хорошем качестве

How to process customer bank receipts in Sage Accounting

In this video I am going to show you how to allocate and record customers' money received in your business’ bank account with Sage Online Accounting. I am dealing with the next step after you have imported all of those bank transactions. This step is the allocation of transactions to the correct account. I am going to show you how easy it is to deal with customers' bank deposits or money received in Sage. If you follow the steps and the tips that I am going to show you, you will find that doing the important task of processing customer bank receipts is actually easy to do with Sage. Have a look at the video chapters below which is a good guide and point of reference to the video content. To sign up for the sage business cloud accounting 30-day FREE trial: https://accounting.sageone.co.za/Sign... Chapters: 0:17 Various ways of getting bank statements into Sage Accounting. 0:35 The next step after bank statements have been imported. 1:10 Process in line with how customers are paying you. 3:12 Navigate to Sage banking directly from the Sage Workspace. 3:29 Select a specific bank account from the list of bank or credit cards. 3:58 Bank transactions layout and headings. 5:54 Sage Accounting bank mapping rules. 6:37 Save changes and mark as reviewed buttons. 7:19 New vs Reviewed Transactions in detail and tips to manage. 8:07 Process your first customer bank receipt in Sage Accounting. 11:22 The customer transactions report or customer account ledger. 12:15 How easy customer deposits or pre-payments are dealt with in Sage Accounting. 13:07 Navigate to banking from the top navigation bar. 13:23 Setting up a bank statement mapping rule in Sage Accounting. 15:38 Steps for processing the second customer bank receipt. 16:26 Processing the third customer bank receipt and allocate (match) it to an invoice. 17:16 Fast track the recording and process many customer bank receipts. 17:49 How to split a bank receipt to different customer accounts. 18:57 How to add a bank line and process a manual bank receipt also copying data for quick processing. 20:18 Fast track the recording for the processing of more customer bank receipts. 21:06 Mark selected as reviewed to move transactions from the New Transactions screen to the Reviewed Transactions. 21:59 Showing allocating and matching of more bank transactions in fast mode. 23:09 Sorting bank transactions in the cashbook by column headings and how to use it effectively. 23:43 Performing one action on all the bank transactions in the New Transactions screen. 25:14 Look at completed bank processing under the Reviewed Transactions screen. 25:30 How to search and find specific bank transactions by “Date”. 25:55 Conclusion of Sage’s customer bank receipts processing. Who is The Fun Accountant?: https://thefunaccountant.com/about/