Bank Account
Browse all help articles in this category.
Guides in this module
88- 1
Best Examples of Auto Rules
- 2
Does Sumung Update in Real Time
- 3
How Automatic Matching Works
- 4
How Bank Data Sync Works
- 5
How Bank Reconciliation Works
- 6
How Data Accuracy Is Ensured
- 7
How Flagged Transactions Work
- 8
How Often to Reconcile Accounts
- 9
How Permissions Affect Bank Data
- 10
How Rule Actions Work
- 11
How Rule Priority Works
- 12
How the Alert System Works
- 13
How the Bank Accounts Layout Is Structured
- 14
How to Add a New Bank Account
- 15
How to Add a Transaction Manually
- 16
How to Add Notes to a Transaction
- 17
How to Adjust Incorrect Balances
- 18
How to Archive a Bank Account
- 19
How to Attach Documents to Transactions
- 20
How to Avoid Duplicate Bank Accounts
- 21
How to Avoid Duplicate Bank Statement Uploads
- 22
How to Categorize Transactions
- 23
How to Choose the Right Account Type
- 24
How to Clear Alerts
- 25
How to Create Auto Rules
- 26
How to Define Rule Conditions
- 27
How to Delete a Bank Account
- 28
How to Delete a Transaction
- 29
How to Delete Auto Rules
- 30
How to Edit a Bank Account
- 31
How to Edit a Transaction
- 32
How to Edit Auto Rules
- 33
How to Ensure Data Safety in Bank Records
- 34
How to Filter Transactions Quickly
- 35
How to Fix Duplicate Transactions
- 36
How to Fix Incorrect Balances
- 37
How to Fix Reconciliation Errors
- 38
How to Handle Partial Transaction Imports
- 39
How to Import Transactions via Bank Statements
- 40
How to Link Transactions to Invoices or Bills
- 41
How to Maintain Clean Financial Data in Bank Records
- 42
How to Manage Bank Account Settings
- 43
How to Manage Multiple Bank Accounts Efficiently
- 44
How to Manage Multiple Bank Accounts on the Dashboard
- 45
How to Manually Match Transactions
- 46
How to Mark Transactions as Reconciled
- 47
How to Match Transactions
- 48
How to Merge Duplicate Transactions
- 49
How to Navigate Using the Sidebar
- 50
How to Re-Upload a Bank Statement
- 51
How to Reconcile Transactions in Bulk
- 52
How to Reorder Bank Accounts
- 53
How to Resolve Unmatched Transactions
- 54
How to Restore an Archived Bank Account
- 55
How to Review Transactions
- 56
How to Set Opening Balance for a Bank Account
- 57
How to Split a Transaction into Multiple Categories
- 58
How to Switch Between Bank Accounts
- 59
How to Track Changes in Bank Data
- 60
How to Understand Status Counters
- 61
How to Undo Reconciliation
- 62
How to Upload a Bank Statement
- 63
How to Upload a Bank Statement for an Existing Account
- 64
How to Upload Large Bank Statements
- 65
How to Upload Statements for a Specific Bank Account
- 66
How to Upload Multiple Statements at Once
- 67
How to Use Automation Effectively
- 68
How to Use Quick Action Buttons on the Bank Accounts Dashboard
- 69
How to Use the Bank Accounts Dashboard
- 70
How to View Account Activity History
- 71
How to View Archived Bank Accounts
- 72
How Transactions Are Created
- 73
What All Caught Up Means
- 74
What Escalated Means
- 75
What Needs Attention Means
- 76
What Suggested Transactions Are
- 77
What Details Are Required to Create a Bank Account
- 78
What Different Colors and Status Indicators Mean
- 79
What File Formats Are Supported for Bank Statement Uploads
- 80
What Is Bank Balance and How It Works
- 81
What Is System Balance and How It Works
- 82
What to Do if a Statement Upload Fails
- 83
When Balances Get Updated
- 84
Why an Auto Rule Is Not Working
- 85
Why Auto Rules Are Not Working
- 86
Why a Newly Created Auto Rule Isn't Applying Yet
- 87
Why Bank Balance and System Balance Differ
- 88
Why Transactions Are Missing