Viewing the Bank Summary
Viewing the Bank Summary
In the Bank Summary section, board members can view the association’s current bank balances, showing the actual funds available, alongside the register balances, which reflect accounting records and may include transactions not yet processed by the bank. This offers a clear, real-time snapshot of the association’s financial standing.
Follow these steps to view the current bank balances:
Click the Boardroom
icon.
The Boardroom page displays. Click Bank Summary.
The Bank Summary page displays the complete list of accounts and their bank and register balances.
