The Treasury/ Bank Account View Screen

• Note: Before starting, make sure to activate the Finance app in your account.

1. Click on “Finance” from the main menu.
2. Click on “Treasuries & Bank Accounts”.
3. Click on the desired treasury/bank account to view it.
4. The program displays the financial transactions of the treasury including deposits and withdrawals.
   • Use the control tools at the top of the page to apply a set of actions to the treasury:
     • Edit.
     • Deactivate.
     • Transfer.
     • Mark as Primary.
     • Import Bank Statement.
     • Delete.
   • Click on the < or > arrows to navigate between pages of the treasury’s financial transactions.
   • Click on the ∨ or ∧ arrows to sort the list of treasury financial transactions in descending or ascending order.
   • Click on the financial transaction record to view its entry.
   • Click on “Transfers” to view records of financial transfers “from” and “to” the treasury.