While you go about your business, one or more bank accounts record the business transactions. You might want to review and reconcile transactions with actual bank balances quickly and efficiently. The Bank Accounts feature allows you to set up a bank account and connect it with your real bank account. Thereafter, you can import and review bank statements or feeds and reconcile them with the business transaction entries.
Each custom bank account you set up in Surf Accounts Production must have a corresponding nominal which will record all transactions made into that bank account. You can view the balances of the bank account in the Chart of Accounts corresponding to the nominal code.
To use the bank accounts feature, click on the links below.