Recording bank interest and charges

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Some bank transactions - like interest and charges - aren't usually known until you receive your bank statement. You can easily record these transactions when reconciling your AccountRight with your bank statements by using the Bank Entry feature.

To record bank interest and charges

Go to the Banking command centre and click Reconcile Accounts.
Select your Account and enter the Bank Statement Date.
Click Bank Entry.
Enter the transaction details then click Record. The window below shows an example of a bank entry.

When you return to the Reconcile Accounts window, you'll notice that any Bank Entry transactions will have been automatically selected as Cleared.

FAQs

How do I add the items and expenses related to a job onto the customer’s invoice?

Click Reimburse to see a list of all the job purchases and expenses you have assigned a job number to, that can now be reimbursed on the sale.

How do I set a credit limit or put an account on hold?

You should enter the credit limit you've assigned in each customer's card. If you want to stop sales from being recorded for customers who have exceeded their credit limit, you can place them on hold.

Related topics

Add a customer

Printing, emailing and saving forms

Changing or deleting a transaction

Reimbursable expenses

Credit limits

Credit holds

Recurring transactions

Sales and purchases information

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