Understanding the Banking Tabs

This guide quickly orients you to the Banking section so you can find and use every core banking task—payments, receipts, transfers, reconciliations, deposits, check printing, closing dates, and bill pay—from the Accounting menu or top tabs. It highlights where each tool lives and links to focused tutorials for common actions and edge cases, saving you time and reducing navigation confusion.

19 steps

Banking Overview

The banking page has many common tasks all in one place. From the navigation menu, select **Accounting** > Select **Banking** to view the banking tasks.

You can also access the Banking tabs from the Accounting page via the tabs across the top.

Make Payment Tab

You can navigate to the **Make Payment tab** via the navigation menu or the tabs across the top of the **Accounting** page. From the navigation menu, select **Accounting > Banking > Make Payment.** From the Accounting page tabs, select **Banking > Make Payment.**

Make Payment Overview

Receive Payment Tab

You can navigate to the **Receive Payment tab** via the navigation menu or the tabs across the top of the **Accounting** page. From the navigation menu, select **Accounting > Banking > Receive Payment.** From the Accounting page tabs, select **Banking > Receive Payment.**

Receive Payment Tab Overview

Related Tutorial(s): [How to Receive Payment for Tenant](https://support.raamp.com/wiki/18)\ [How to Receive Payment for Moved Out Tenant](https://support.raamp.com/wiki/20)\ [How to Receive Payment Without an Invoice](https://support.raamp.com/wiki/17)\ [How to Receive Tenant Over Payment](https://support.raamp.com/wiki/19)\ [How to Apply a Credit when Receiving Payment](https://support.raamp.com/wiki/112)\ [How to Process a Bounced Payment](https://support.raamp.com/wiki/104)\ [How to Adjust Received Payments](https://support.raamp.com/wiki/203)\ [How to Adjust a Credit from a Deposited Payment](https://support.raamp.com/wiki/204)

Transfer Funds Tab

You can navigate to the **Transfer Funds tab** via the navigation menu or the tabs across the top of the **Accounting** page. From the navigation menu, select **Accounting > Banking > Transfer Funds.** From the Accounting page tabs, select **Banking > Transfer Funds.**

Transfer Funds Overview

Reconcile Tab

You can navigate to the **Reconcile tab** via the navigation menu or the tabs across the top of the **Accounting** page. From the navigation menu, select **Accounting > Banking > Reconcile.** From the Accounting page tabs, select **Banking > Reconcile.**

Reconcile Tab Overview

Reconciliation Statement Overview

Related Tutorial(s): [How to Create a New Reconciliation](https://support.raamp.com/wiki/116)

Deposits Tab

You can navigate to the **Deposits tab** via the navigation menu or the tabs across the top of the **Accounting** page. From the navigation menu, select **Accounting > Banking > Deposits.** From the Accounting page tabs, select **Banking > Deposits.**

Deposits Tab Overview

Related Tutorial(s): [How to Add a New Deposit Record](https://support.raamp.com/wiki/221)\ [How to Apply a Deposit from a Vendor Refund](https://support.raamp.com/wiki/127)

Print Checks Tab

You can navigate to the **Print Checks tab** via the navigation menu or the tabs across the top of the **Accounting** page. From the navigation menu, select **Accounting > Banking > Print Checks.** From the Accounting page tabs, select **Banking > Print Checks.**

Print Checks Tab Overview

Related Tutorial(s): [How to Create a New Check Template](https://support.raamp.com/wiki/102)\ [How to Edit an Existing Check Template](https://support.raamp.com/wiki/101)\ [How to Print Checks](https://support.raamp.com/wiki/222)

Closing Dates Tab

You can navigate to the **Closing Datess tab** via the navigation menu or the tabs across the top of the **Accounting** page. From the navigation menu, select **Accounting > Banking > Closing Dates.** From the Accounting page tabs, select **Banking > Closing Dates.**

Closing Dates Screen Overview

Related Tutorial(s): [How to Create a Closing Date](https://support.raamp.com/wiki/223)

Bill Pay Tab

You can navigate to the **Bill Pay tab** via the navigation menu or the tabs across the top of the **Accounting** page. From the navigation menu, select **Accounting > Banking > Bill Pay.** From the Accounting page tabs, select **Banking > Bill Pay.**

Bill Pay Overview