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



Cash flow menu
View the Bank Statement dashboard
Select the bank to view the proof of deposit balance
Press the bank to view

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


Dashboard details



Bank Statement



Total shows the total balance of all remaining balances

Date displays the date of the last balance update

Amount shows the remaining amount from the last balance update date

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