Introduction to Banking

Modified on Fri, 08 Dec 2023 at 09:12 AM

The Banking solution enables the user to get a real-time aggregated view of their linked bank accounts to know their current cash position.

  • The sundial diagram gives a graphical view of the aggregate balance of all the linked  Checking, Savings, and Credit or loan accounts.
  • The value under 'Balance' gives a recent look into the current amount in the corresponding accounts. 
  • The value under 'General Ledger balance' shows the amount in the corresponding accounts reflected in the General Ledger.

Note: Centime syncs at a higher frequency with the accounts than the General Ledger and hence there might be discrepancies between the two balances.

Clicking into the account type accordion expands into the list of the accounts available under the type.

Users can view the statements for each account by clicking on the account.

Additionally, when activated, users can access their CentimeCash account from the Credit and Loan Accounts section.

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