Professional Documents
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Banking Guide
Banking Guide
3. You can apply up 5 conditions to a single rule, one rule can apply to both money-in and money-
out
4. You can select which rules applies, you can select which rules to apply if you open the
transaction, it excludes the transaction
7. New>bank deposit
8. At the end of an accounting period, before financial statements are produced
9. New>Transfer
10. Last check number used, statement endind date
1. If detects 2 transactions in different bank accounts sharing the same date and equal but
opposite amounts, it flags each as paired to another transaction, only works with connected
accounts in the banking center, it works for both bank and credit card accounts
4. differente things
5. New rule> export rules
6. Total liability would show upin the primary, the non-primary subaccounts would show a zero
balance
7. An invoice,service for the bank charges, an expense, a service item for the failed payment
8. 1 and 3
9. Zero dollar expense