Bank/cash statement header

image-1589791759781.png

Critical Fields:
1. Bank Account: Select Bank account to do the reconciliation
2. Name: This field show you the date & Time you created the document. User can override the content.
3. Statement date: The date when you going to do the reconciliation
4. Account Date: The date will post on the acounting fact
5. Beginning Balance: Amount will show the previous day or previous document closing balance for the same document.

Critical & onetime setup fields:

 1. Organization: This field is used to select the organization


Non-Critical Fields:

 1. Statement difference: This field shown the difference between the begining balance and ending balance.

 2. Ending balance: The sum of Begining balance and the statement difference.

 3. EFT Statement Reference: Electronic fund transfer statement reference

 4. EFT Statement Date: date of fund transfer.


Serial number/Lot number (ASI):

 


Zoom conditions:

 


Validation: