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How to add a Bank Service fee

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DESCRIPTION

This guide will give you step-by-step instructions on how to add a Bank Service Fee

 

STEP-BY-STEP

1. Click Portfolio then Banks

 

2. Select a Bank

3. Go to the Accounts section. 

4. You will need to select Bank Reconciliation for the correct account. 

5. If you just want to add a service fee, you will only need to fill out the information in the boxes 

  • Amount
  • Date
  • Account 

6. Once you fill in the information, click the plus sign  to add the fee. 

7. Click Save on the top right when you're finished

 

 

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