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BRIGITTE's avatar
BRIGITTE
Experienced Cover User
2 years ago

Prepare Bank Deposits

I'm trying to get used to the browser version by dipping a toe in occasionally to flatten the learning curve. I'm looking for the "Prepare Bank Deposit" function today. Where/how can I do this in the browser please. It is pretty easy in the desktop version. Banking - Prepare Bank Deposit. Thanks. 

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  • Hi BRIGITTE

     

    There isn't a prepare bank deposit option in the AccountRight web browser. You would need to use the create general journal option, for example you would use the undeposited funds account and then record transfer money transactions to move the amount from the undeposited funds account to the bank account. 

     

    I've provided information on this here