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Preview the banking process (#BNKPBP01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20080402 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   Video

How do I preview the banking process without setting any receipts to banked?

To do this, run the banking feature as normal but when you are asked "Do you wish to set these items to banked?", select No. This will not set anything to banked. You will be warned via another dialog that the items have not been set to banked, to confirm the option you selected.

 

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