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Accounting Dashboard
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General Accounting Set up
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Chart of Accounts
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Day to Day Transactions
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Sales
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Banks & Bank Reconciliations
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Fixed Assets
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Year/Month End
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Reports
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Purchase Order approval
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POS
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Purchasing
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Non stock purchasing
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Expense Module
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Shopify Sales
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Invoice Reminders
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Customer Statements
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Tax
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Supplier Batch Payment
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Product Categories
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Inventory Valuation Journals
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Analytic Accounts
How to Edit/ Delete a Bank Statement lines
Edit Bank Statements Lines
1. Go to the Accounting module > select the bank account you wish to edit the lines of.
2. click on the 'overflow" icon > click on the "Operations"
3. You will now see a list of all the statement lines in the statement.
Locate the line you wish to edit > Edit the fields that you want to change in the statement line, such as the date, label, partner or amount.
4. Once you have made the necessary changes, click on the 'Save' button to save the changes you made to the statement line.
Delete Bank Statements Lines
5. If you want to delete a statement line, simply select the line you wish to delete.
6. Click on the 'Action' button located at the top of the screen > Click 'Delete' >
7. Click 'Ok' to confirm the deleting process
Note: Deleting a statement line will permanently remove it from the statement, so be careful when deleting statement lines.
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