How to Capture Bank Opening Balance
- 10 steps |
- 33 seconds
1
Click "Financial"
2
Click "Capture Transactions"
3
Click "Add Transaction"
4
Add in the date of the opening balance
5
Click on the "Account" drop down
6
Click "Opening Balances"
7
Add the amount in the received field if the bank is in a positive.
8
Add amount in the spent field if the balance is a minus.
9
Add in a description
10
Click save
