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...
Tue, 15 Apr, 2025 at 12:51 PM
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...
Fri, 21 Mar, 2025 at 1:49 PM
Banking > Manage Bank Reconciliation Use this page to reconcile your Bank Statement. A bank reconciliation compares transactions on your bank stateme...
Thu, 17 Apr, 2025 at 1:37 PM
Banking > Manage Bank Transfer Use this page to transfer funds between bank accounts in uManage. NOTE- This page is used to record transfers be...
Thu, 8 May, 2025 at 9:17 AM
Banking > Manage Bank Use this page to add, view and manage banks. Add banks at a Firm level to allow the same Bank to be used by any Ass...
Thu, 8 May, 2025 at 8:50 AM
The Missing Bank Transactions page helps you identify and address differences between your bank records and the transactions in the system. It can be used t...
Tue, 12 Aug, 2025 at 2:22 PM
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