CustomBooks™ Product Perks: July 2026 - Bank Register

CustomBooks™ Product Perks: July 2026 - Bank Register

The Bank Register provides a simple, Centralized Cash Management Platform to view account activity, enter transactions, and reconcile bank accounts - which helps maintain reliable financial records and visibility into cash positions.

Key Benefits:

  • Efficient Workflow Tools: Built-in search and sorting capabilities, as well as customizable date ranges, allowing users to quickly locate specific transactions and organize information.

  • Direct Transaction Entry: Users can add transactions directly into the register by selecting the transaction type and entering details such as the date, reference number, customer or vendor, and general ledger account.

  • Real-Time Balance Updates: A running general ledger bank balance is displayed on the far right and updates automatically as transactions are posted.

  • Streamlined Reconciliation: A dedicated reconciliation section at the bottom of the screen allows users to compare accounting records against bank statements.

  • Flexible Data Handling and Reporting: Beyond viewing and entry, the register includes options to reconcile accounts directly - or export the data for further reporting and review.

 

See it in Action Now:



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