Clicky

The myStorman Knowledgebase is for users of Storman v8 and v9. If you use Storman v10, please use our new Support Knowledgebase. | Dismiss for today

Automatically setting transactions to banked (#BNKAST01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
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.

 

Video:

Related articles:   Article tags:   How did we do?
         
 

set transaction to bank automatically, automated date banked, set the banked date automatically, automatic banking

Did we miss a tag?
Tags improve search results. If you think this article needs more tags to help index & identify it, please suggest some using the form to the right...

 

If this article requires an update or needs more information, please contact support@storman.com.

Thank you for your assistance!

 

 


 

Copyright 2017 Storman Software | Visit our new knowledgebase