Banking
Bank and card feeds, and bank reconciliation.
4 articles
- Bank IntegrationsConnect your bank and credit card accounts, or upload a file, so transactions flow into DishBooks.
- Review Your Bank ActivityCategorize, match and approve each bank transaction so your books stay current.
- Set Up Bank RulesCreate rules that pre-fill recurring bank charges with the right GL account and vendor.
- Reconcile Your Bank AccountsMatch your books to your bank statement each month and approve the reconciliation.