Record bank account transactions in Cybooks
Record bank account transactions in Cybooks
By Christopher1 author4 articles
- Set up rules to auto-categorise bank transactionsUse rules to automatically code repeating bank transactions to the right account, vendor, tax rate and memo.
- How bank reconciliation works in CybooksMatch every line on your bank statement to a transaction in your books, with AI suggestions, rules, and one-click matching.
- Delete an account transactionUse remove & redo to delete an account transaction.
- Reconcile foreign currency transactionsReconcile transactions with different currencies between your bank statement and Cybooks invoices or bills.
