Transactions

With bank uploads, the payment transactions still work in the same way, but you'll notice a few extra options. These options will only appear when doing a payment or paying an invoice. 

Adding Transaction

To include a payment in a bank upload, you'll need to:

1. Go to you listing
2. Go into Finance Mode 
3. Go into Trust Accounting 
4. Click Add Payment - steps are the same for Pay Invoice 
5. Choose the Contact
6. Choose the payment method of EFT 
7. Fill out the rest of the details
8. Below the particulars, tick the box fo Include this transaction as part of bank upload

Choosing Bank Details

Once you've ticket that option you'll see a sidebar appear to the right. In here we can select the bank details to use for the transaction.

• If you have a default bank account selected on the contact, this will show as the selected option - if there are multiple bank accounts, click the select button next to the one you want to use
• If the contact has no banks details on their record, or you want to add additional bank accounts:
  1. Hover over Bank Details in the top right
  2. Click the Plus Button 
  3. Fill out the contacts bank details
  4. Click Add this account to contact record if you would like to save it to their record - leave that unchecked if you only want to use the account for this transaction
  5. When you're finished, click Save 
  6. The account you just added should now be selected