Pastel Bank Manager
For existing Linked Clients :
less 15%!
Was R 2180.00
Now R1853.00 incl
Bank Manager Overview
The Bank Manager add on module gives you the ability to work with bank statements
that you download via the Internet.
Note that this module is available in South Africa only.
Bank Manager compiles the cash book electronically by using the bank statements
of all the major banks in South Africa as the base. The basics of this system
are as follows:
- After the first bank statement download,
- you assign recurring account coding to transactions that recur from month
to month
- You attach a unique statement transaction identifier to a Pastel account.
- The result, in the following months, is that the system automatically codes
recurring transactions exactly as they should be for the cash book batch.
- In the following months, you only have to code new transactions.
- You can split lines into multiple accounts. For example, you may wish to
allocate rent to different departments. You can save the split lines and reuse
them in the next bank statement download.
- For custom or complex changes, you can instantly export the transactions
into Excel, make the changes, and instantly import the data back into Bank
Manager.
This module is only available while you have a valid
Pastel Cover contract.
