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Automatically setting transactions to banked (#BNKAST01)

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20120208 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   Video

Why would I want to automatically set transactions to banked?

If you take money in an electronic format (e.g. online, EFTPOS, direct debits or credit card payments), you will most likely want StorMan to set these types of payments to bank automatically - because unlike cheque's and cash, you don't physically have to take these types of payments to the bank to deposit - it's electronic, so the funds go into your account automatically.


How can I tell StorMan to automatically bank electronic transactions (EFTPOS, Online or Credit Card transactions)?

You can set certain receipt types to bank automatically in the setup of your receipt Analysis Codes; simply open your desired receipt Analysis Code and enable the option Set Banked Date to Today. More on setting up analysis codes: #ANLADET01.



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