Bank and cash module - Revision history

N.paul: /* Reconciliation */

2022-12-27T07:30:31Z

Reconciliation

@@ Line 33: / Line 33: @@
 == Reconciliation ==
 It is easy to opt for a reconciliation via Tactic with the help of bank module. You only need to turn on a settings by going to, bank menu -> List entries -> choose the concerned entry -> Click on the edit icon in the further right corner -> reconciliation -> click on the check box stating “Entry reconciled with bank receipt” -> update. Your bank reconciliation will be updated.
 = Difference between a bank account and a cash account =

N.paul: /* Creating a new bank account */

2022-12-24T06:07:58Z

Creating a new bank account

← Older revision		Revision as of 08:07, 24 December 2022
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	[[File:Bank_4.PNG\|center]]		[[File:Bank_4.PNG\|center]]


			== Reconciliation ==
			It is easy to opt for a reconciliation via Tactic with the help of bank module. You only need to turn on a settings by going to, bank menu -> List entries -> choose the concerned entry -> Click on the edit icon in the further right corner -> reconciliation -> click on the check box stating “Entry reconciled with bank receipt” -> update. Your bank reconciliation will be updated.

	= Difference between a bank account and a cash account =		= Difference between a bank account and a cash account =

N.paul: /* Setup */

2022-11-21T07:53:26Z

Setup

← Older revision		Revision as of 09:53, 21 November 2022
Line 5:		Line 5:
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Functionalities of Bank and Cash module =		= Functionalities of Bank and Cash module =

N.paul: /* Introduction */

2022-07-06T11:38:49Z

Introduction

← Older revision		Revision as of 13:38, 6 July 2022
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	= Introduction =		= Introduction =
	''It is important for an organization to possess one or more bank accounts for processing financial transactions. Management of bank accounts helps the organizations by keeping the records of all payments and receiving at one place. Hence, it is necessary for the ERP & CRM software to provide its customers with a safe interface to manage all of their bank related records and documentations effectively. Following the same, Tactic also provides an enhanced service in managing all the bank or cash accounts of an organization without having to face any difficulty.''This module helps the users to manage their bank accounts within a safe and secure interface.		''It is important for an organization to possess one or more bank accounts for processing financial transactions. Management of bank accounts helps the organizations by keeping the records of all payments and receiving at one place. Hence, it is necessary for the ERP & CRM software to provide its customers with a safe interface to manage all of their bank related records and documentations effectively. Following the same, Tactic also provides an enhanced service in managing all the bank or cash accounts of an organization without having to face any difficulty.'' This module helps the users to manage their bank accounts within a safe and secure interface.

	= Installation =		= Installation =

N.paul at 10:27, 1 July 2022

2022-07-01T10:27:28Z

← Older revision		Revision as of 12:27, 1 July 2022
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	[[File:Bank_1.PNG\|center]]		[[File:Bank_1.PNG\|center\|link=]]



	[[File:Bank_2.PNG\|center]]		[[File:Bank_2.PNG\|center\|link=]]



	[[File:Bank_3.PNG\|center]]		[[File:Bank_3.PNG\|center\|link=]]

Admin: /* Creating a new bank account */

2022-04-19T10:12:41Z

Creating a new bank account

← Older revision		Revision as of 12:12, 19 April 2022
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	[[File:Bank_3.PNG\|center]]		[[File:Bank_3.PNG\|center]]


			The option of '''Modify''' needs to be clicked for modifying a bank account.

Admin: /* Creating a new bank account */

2022-04-19T10:10:57Z

Creating a new bank account

@@ Line 11: / Line 11: @@
 = Creating a new bank account =
 For creating a new bank account the users need to select '''Bank/Cash''' menu. '''New Financial Account''' need to be chosen for continuing the process. All the required fields need to be filled for completing the process. Lastly '''save''' need to be clicked for saving an account.
 = Difference between a bank account and a cash account =

Admin: /* Deleting an account */

2022-04-19T10:06:19Z

Deleting an account

← Older revision		Revision as of 12:06, 19 April 2022
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	= Deleting an account =		= Deleting an account =
	~~In order to delete an~~ account ~~the users need to choose~~ the option ~~'''Delete''' and then confirm deleting the concerned bank account~~.		Bank and cash accounts cannot be deleted as they are always in use. Deleting a bank account can invite major issues, hence, the option of deletion has been omitted.

Admin: /* Setup */

2022-04-15T10:40:37Z

Setup

← Older revision		Revision as of 12:40, 15 April 2022
Line 5:		Line 5:
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup –> Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.

	= Functionalities of Bank and Cash module =		= Functionalities of Bank and Cash module =

Admin: /* Setup */

2022-04-14T12:22:20Z

Setup

← Older revision		Revision as of 14:22, 14 April 2022
Line 5:		Line 5:
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup –> Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon ~~[[File:cog.png\|border\|20px]]~~ will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup –> Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access setup.

	= Functionalities of Bank and Cash module =		= Functionalities of Bank and Cash module =

← Older revision		Revision as of 12:27, 1 July 2022
Line 13:		Line 13:


	[[File:Bank_1.PNG\|center]]		[[File:Bank_1.PNG\|center\|link=]]



	[[File:Bank_2.PNG\|center]]		[[File:Bank_2.PNG\|center\|link=]]



	[[File:Bank_3.PNG\|center]]		[[File:Bank_3.PNG\|center\|link=]]