Banking
Banking > Manage External Deposit Use this page to view details of deposits from third party payment service providers such as ClickPay or Zego. ...
Wed, 13 Dec, 2023 at 10:30 AM
Banking > Manage External Payments Use this page to view and manage credit card and lockbox payments from external sources such as Paylease and integ...
Mon, 21 Nov, 2022 at 6:08 AM
Banking > Manage Bank Account Use this page to view and manage existing bank accounts and set up new ones. Add a New Bank Account Step 1. N...
Mon, 21 Nov, 2022 at 6:35 AM
Banking > Manage Bank Reconciliation Use this page to reconcile your Bank Statement. A bank reconciliation compares transactions on your bank stateme...
Mon, 21 Nov, 2022 at 6:43 AM
Banking > Manage Bank Transfer Use this page to transfer funds between bank accounts in uManage. NOTE- This page is used to record transfers be...
Wed, 13 Dec, 2023 at 1:29 PM
Manage Bank - New UI Banking > Manage Bank Use this page to add, view and manage banks. Add banks at a Firm level to allow the same Ban...
Mon, 21 Nov, 2022 at 6:32 AM
Banking > Missing Bank Transactions Use this page to manage Bank Transactions that are not matched to internal transactions. When using an integ...
Wed, 25 Jan, 2023 at 10:37 AM
Step 1. Navigate to Banking > Manage Bank Account Step 2. Use the Search fields to locate the correct Bank Account. Step 3. Click the Pencil...
Mon, 21 Nov, 2022 at 6:59 AM
Banking > Manage Recurring Bank Transfer Use this page to set up transfers from one bank to another to occur on a regular basis, and to review, edit ...
Wed, 13 Dec, 2023 at 1:14 PM
Banking > Setup > Manage Linked Bank Account Use this page to view all linked bank accounts for your communities and add additional bank accounts,...
Thu, 14 Dec, 2023 at 1:14 PM