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.