Dashboard | Start | Workplace | Schedules | Overlaps | Transactions Upload | Budget | Bank & CCards | Account Codes | Reports

Transactions Upload

If you don't register to receive your bank transactions from your bank automatically then you are able to manually download and
upload the transactions yourself by going to your bank's website and obtaining this data. This is the UPLOAD are where you do that.

 

iCashbook Dashboard

  1. After you click the UPLOAD button in your schedules, you will come to this page. Select whether you want to upload or just need help.

  2. Check that the opening bank balances of the data you are uploading is correct

  3. Details of the transactions

  4. Confirm the end bank balances and if they are not correct click the UPDATE BALANCES button and update.  Note the buttons for confirm upload or cancel upload in the middle of the page


Return to Tour | Page Up