How to process customer bank receipts in Sage Accounting

In this video I am going to show you how to allocate and record customers' money received in your business’ bank account with Sage Online Accounting.

I am dealing with the next step after you have imported all of those bank transactions. This step is the allocation of transactions to the correct account. I am going to show you how easy it is to deal with customers' bank deposits or money received in Sage.

If you follow the steps and the tips that I am going to show you, you will find that doing the important task of processing customer bank receipts is actually easy to do with Sage.

Have a look at the video chapters below which is a good guide and point of reference to the video content.

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Chapters:
0:17 Various ways of getting bank statements into Sage Accounting.
0:35 The next step after bank statements have been imported.
1:10 Process in line with how customers are paying you.
3:12 Navigate to Sage banking directly from the Sage Workspace.
3:29 Select a specific bank account from the list of bank or credit cards.
3:58 Bank transactions layout and headings.
5:54 Sage Accounting bank mapping rules.
6:37 Save changes and mark as reviewed buttons.
7:19 New vs Reviewed Transactions in detail and tips to manage.
8:07 Process your first customer bank receipt in Sage Accounting.
11:22 The customer transactions report or customer account ledger.
12:15 How easy customer deposits or pre-payments are dealt with in Sage Accounting.
13:07 Navigate to banking from the top navigation bar.
13:23 Setting up a bank statement mapping rule in Sage Accounting.
15:38 Steps for processing the second customer bank receipt.
16:26 Processing the third customer bank receipt and allocate (match) it to an invoice.
17:16 Fast track the recording and process many customer bank receipts.
17:49 How to split a bank receipt to different customer accounts.
18:57 How to add a bank line and process a manual bank receipt also copying data for quick processing.
20:18 Fast track the recording for the processing of more customer bank receipts.
21:06 Mark selected as reviewed to move transactions from the New Transactions screen to the Reviewed Transactions.
21:59 Showing allocating and matching of more bank transactions in fast mode.
23:09 Sorting bank transactions in the cashbook by column headings and how to use it effectively.
23:43 Performing one action on all the bank transactions in the New Transactions screen.
25:14 Look at completed bank processing under the Reviewed Transactions screen.
25:30 How to search and find specific bank transactions by “Date”.
25:55 Conclusion of Sage’s customer bank receipts processing.

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