module comptes en

The "Bank accounts" module allows the creation of various accounts, such as a current account, a postfinance account, a credit card, etc.

The accounts created in the "Portfolio" module will automatically appear in the "Bank accounts" module

This module also helps analysing all the movements and can make transfers between accounts through a file generated with MyPrivate and sent to the bank. It shows the cash situation of the various accounts 

The tabs available in the "Bank accounts" module are

  • Passport
  • Documents
  • Transactions
  • Manual entry
  • Transfers
  • Statements
  • Cash
  • Currencies
  • Notepad
  • Reports

 

For detailed information, please download the user's guide:

 

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