Forum Message

Bank accounts view

Hi there. I'm still really enjoying learning about the program. One question - how do I go straight to a bank account (statement) view? Most other programs I've used allow this - e.g. clicking on a sidebar menu option of Bank Accounts to bring up a current position that looks like a paper bank statement. Can this be done, or am I missing something?


Posted by Adam Robertson on Apr 2, 2009 10:58 AM BST

Hi Adam,

It sounds like you want the Account Activity screen - click menu Window > Account Activity and enter the account name. If you want to reconcile the transactions against your bank statement, click the Reconcile toolbar button.

Regards,


Posted by Mark McLaren (Solar Accounts) on Apr 2, 2009 11:10 AM BST

Yes, that's exactly what I was meaning! Thanks very much again.

Adam


Posted by Adam Robertson on Apr 2, 2009 11:39 AM BST

You're welcome - let us know how you get on with Solar Accounts.

Regards,


Posted by Mark McLaren (Solar Accounts) on Apr 2, 2009 11:53 AM BST