Articles on: Dashboard

Bank Statement

Why is a bank statement dashboard necessary?


  • To check the latest deposit account balance


Bank Statement


Is a list of deposits and withdrawals in a deposit account or information on the amount of deposits in various bank accounts of the business in real time




Permissions for execution


View deposit statement


  1. Cash flow menu
  2. View the Bank Statement dashboard
  3. Select the bank to view the proof of deposit balance
  4. Press the bank to view


💡 Nested Tip: Deposit proof statement will show 1 week report starting from the current date.



Dashboard details


Bank Statement


  1. Total shows the total balance of all remaining balances


  1. Date displays the date of the last balance update


  1. Amount shows the remaining amount from the last balance update date


  1. Bank name and Account number show bank name and bank account number


💡 Nested Tip: User can click to link to report page. Able to prove deposit balance


Updated on: 29/09/2022