CollectMax keeps a history of each bank account. The history includes deposit, reconciliation and note entries.
To review
the Bank Account History, click
on the
button from the main account screen. Select
the
tab to get to the Bank Account History Screen.
Next select
the Bank Account to review by
clicking on the
button and pick the account from the
list.
This history of the Account will be displayed with the most recent entry highlighted. You may move through the history entries by using the arrow buttons.
The
button takes you to the first history entry.
The
button allows you to page up through the history entries.
The
button allows you to go up one entry at a time.
The
button takes you to the last history entry.
The
button allows you to page down through the history entries.
The
button allows you to go down one entry at a time.
You may choose
to add a note to the history screen. Click
the
button. On
the Add Entry Screen, type the date of the entry in the MM/DD/YYYY
format or click the
button and select the date.
Next add the note by typing in the Note field or click the F2 key on your keyboard to go to the note code screen.
Click the
button to add the entry.
You may also
modify certain entries by clicking the
and making the changes.
You may also
delete certain entries by clicking the
button.
To
exit the Bank Accounts History Screen, click the
button.