Cloud Banking Home Page Tab

Cloud Banking Home Page Tab


The Cloud Banking Dashboard gives you a summary of what's happening with your bank accounts.    On the left you will see a graph that shows cash flow data (deposits and payments) for each month.   On the right is a list of bank accounts that will show you current bank and book balances and and the number of unapproved transactions currently needing attention in that account.    A click will take you to that account in Cloud Banking so you can work on those unapproved transactions.

The homepage may be accessed by clicking the Bank link on the Home page.



    • Related Articles

    • Cloud Banking Dashboard

      The Cloud Banking Dashboard gives you a quick look at your finances and includes information on unapproved transaction counts, bank and book balances, connections status and more! To get to your Cloud Banking Dashboard,  Click Homepage Click the Bank ...

    • Getting Started - Connecting your bank accounts to Cloud Banking

      Getting Started with Cloud Banking Cloud Banking simplifies financial management by connecting to over 15,000 banks and credit card companies, automatically syncing transactions to reduce data entry and providing a comprehensive view of your ...

    • Cloud Banking: Working with Downloaded or Imported Transactions

      Working with Downloaded or Imported Transactions For those accounts that have been connected to their banks via Cloud Banking, transactions will automatically flow in on a daily basis. Working with the downloaded transactions can be a real time ...

    • Getting Started with Cloud Banking

      Getting Started with Cloud Banking CustomBooks™ connects you to thousands of banks and credit card companies in the cloud eliminating the time-consuming task of entering transactions manually. Click to accept a transaction rather than entering it in ...

    • Bank Import Wizard

      CustomBooks™ Cloud Banking includes a feature to manually import bank transactions to ensure accuracy, completeness in financial records, and accommodate users whose banks may not support integration. This flexibility helps users maintain up-to-date ...