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April 30, 2024
Question

I have a bank deposit being shown as a deposit and a payment in our bank account, I found a solution posted online, I don't see batch actions drop down window

  • April 30, 2024
  • 1 reply
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1 reply

April 30, 2024

Let me help you get back on track with managing your deposits, Denise.

 

I'd like to know what solution posted online you're talking about.

 

If you're referring to the Batch button from the Banking page, please know that you'll only have to tick the box beside the Date to select the transactions by batch and perform the activity you'll need to do. Here's a sample screenshot:

 

 

However, if you mean the Batch actions for the sales transactions, you can follow these steps:

 

  1. Go to Sales on the left panel.
  2. Within the All Sales or Invoices tab, tick all the transactions you want to apply one at a time.
  3. Tap the Batch actions drop-down arrow at the top. Then, select the option you want.

 

Moreover, you can generate reports to track your deposits and the financial standing of your business. Then, customize and memorize them to personalize their data and save the configuration settings.

 

If you're referring to something else, please let me know by leaving a comment. You can always share your concerns in the Community space, and I'll provide the necessary guidance to address them. Stay safe.