How to add Bank?
Add your Bank
How to upload a Bank Statement?
Upload a Bank Statement
How to select the bank statement?
Selecting the bank statement
How to add Bank Rule?
With Rule Management feature, map bank transactions automatically to the right ledgers. Just set a keyword or element, and accomation.io will auto-select the correct ledger for all matching entries, s...
How to use History icon?
Use the History icon to view all your bank-wise uploaded data. From here, you can also download the statements. Alternatively, statements can be downloaded anytime from the Document Management section...
How to approve and push bank entries to tally?
Approve and push Bank entries to tally
How to update bank transactions in Bulk?
select or deselect multiple ledgers
How to create Party Ledger?
Create party ledger
How to use Selected and Not selected Ledgers feature?
filter and manage your entries based on whether ledgers are selected or not
How to Set Off entries?
Set Off entries
How to Split entries in bank module?
Split entries in bank module
How to use of 'Filter' feature in Bank module?
Use of filter feature
How to use 'Configure' feature in Bank module?
Use configure feature in bank module
How to use speedy mode?
Speedy Mode clubs similar entries for you, by auto grouping of similar transaction descriptions, making the entry process faster and more efficient.
How to use bank set off configuration?
Select whether entries should be created as New Reference or On Account while posting to Tally.
How to add bulk bank rule?
Create rules in bulk to automate your bank transactions and reduce manual work.