https://4e8f03c4.docs-9m1.pages.dev/docs/companies/account-register/ Recent content on Just Ask George! Hugo en https://4e8f03c4.docs-9m1.pages.dev/docs/companies/account-register/import-statement/ Mon, 01 Jan 0001 00:00:00 +0000 https://4e8f03c4.docs-9m1.pages.dev/docs/companies/account-register/import-statement/ <h1 id="import-statement">Import Statement<a class="anchor" href="#import-statement">#</a></h1> <p>Importing statements are supported for both liability and asset accounts.</p> <h1 id="supported-file-formats">Supported File Formats<a class="anchor" href="#supported-file-formats">#</a></h1> <h2 id="csv">CSV<a class="anchor" href="#csv">#</a></h2> <p>Csv files are extremely common and readily available from most financial institutions. At this time, we look for the following columns:</p> <ul> <li><code>Date</code></li> <li><code>Description</code></li> <li><code>Amount</code> - The Amount of the transaction. <br /> <em>Note:</em> A positive value will be interpreted as a <code>Payment</code>, and a negative amount will be interpreted as a <code>Receipt</code>.</li> <li><code>Reference</code> - (optional) This is an extra &ldquo;reference code&rdquo; that is part of the transaction.</li> </ul> <p>Review your source file to ensure you have the proper column names, or the import will fail.</p> https://4e8f03c4.docs-9m1.pages.dev/docs/companies/account-register/transfer-money/ Mon, 01 Jan 0001 00:00:00 +0000 https://4e8f03c4.docs-9m1.pages.dev/docs/companies/account-register/transfer-money/ <h1 id="transfer-money">Transfer Money<a class="anchor" href="#transfer-money">#</a></h1> <p>This should be rather straightforward. When you click on the <code>Transfer Money</code> button on the <code>Account Register</code> screen, a fly-out window will appear on the left-hand side of the page. Select the <code>To</code> account, enter the date of the transfer, an amount, and a memo. Once satisfied, click the <code>Transfer</code> button to complete the transfer.</p>