The Treasury/ Bank Account View Screen

  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:
    • 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.