CMS - How To: Upload Bulk Banking Cashbook

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:05 PM by Glennise Pretorius

1. Uploading Bulk Banking File

Navigation: Global Overview > Finances > General > Cashbook




The following screen will appear with a list view of all communities.

 



In the right-hand corner of the page, click on the Cashbook Options and select Upload Cashbook.




On the dropdown list, select the relevant Bank Integration.




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