accounting-workflow-newui2

 

Accounting

myERP keeps your financial information secure, all in one place.

  • Synchronize your bank accounts with One-Click Banking.
  • Prepare financial statements
  • Generate tax documents quickly and accurately.
  • Easily prepare documents for collaborating with your CPA or accountant.

 

 

 

 

 
    1.  Create Bank Accounts:
    myERP integrates bank accounts with the financial information related to your company.  We begin using this feature by creating a bank account.

banking-create-bank-account

From the Banking Workflow, select My Banks > Create a Bank Account.

create-bank-account

Enter information about the institution under which you hold this account.  You may enter more than one account per financial institution.
    2.  Deposit Customer Payments to Bank Accounts:
    Customer payments can be deposited to your bank account inside myERP, ensuring a balanced account.

banking-bank-deposits

From the Banking Workflow, select Bank Deposits > Create Deposit.

deposit-identification

Enter the date the deposit will occur and the account it will be deposited to.  Then click the "Select my Payments to be deposited" button to display the window below.

 

select-payment-to-deposit-popup

From this window, you can select one or more customer payments to include in this deposit.
    3.  View Bank Account Registers:
    Sometimes, you may need to view all of the transactions on a bank register.  This is done easily in the Banking Workflow.

banking-view-bank-entries

From the Banking Workflow, select My Bank Statements > View my Bank Entries.

bank-entries

The window above will display all of the bank entries in your bank account.  You can constrain the results using the filters at the top of the screen.

Ready to give it a shot? Go ahead and Sign Up!.balloon_left