We have now introduced the new Banking screen with a couple of changes to help speed up accessing and working with your bank transactions.
First up, we have now given the option to set a Default Bank to open with if you have multiple banks set up within your Company. Simply click on the drop down menu in the top left hand corner and click on the image to the right hand side if you wish for that to be default account you wish to open each time you land on this page:
There is also now a new Search Grid which will default to show the last months transactions. Typically most users visiting this page will allocating new bank transactions to the appropriate account category so we have defaulted this page to show recent transactions and not all to speed up this page a little. Importantly though, you can change the date filters if you wish to go back further:
Finally, for any bank files you have uploaded, the Logs section will also now show the Error and Success count:
We hope you enjoy the new Banking screen and it's a little quicker to use from here on!