Plz follow these steps: Navigate to the “Payment Account” section then click on the “List Accounts” sub-menu option. It will open a list of payment accounts. In the action column, click on the “Deposit” button of the desired account and it will open a popup. Enter...
CloudBiz Knowledgebase
How to make funds transfer between two payment accounts?
Plz follow these steps: Navigate to the “Payment Account” section then click on the “List Accounts” sub-menu option. It will open a list of payment accounts. In the action column, click on the “Funds Transfer”button of the desired account and it will open a popup....
How to open an account book?
Plz follow these steps: Navigate to “Payment Account” section in left menu then click on “List Accounts” sub-menu option You will see a table of payment accounts and click on the “Account Book” button in the action column. Select the date range and you will see all of...
How to add a new payment account?
Plz follow these steps: Navigate to the “Payment Account” section in the left menu then click on the “List Accounts” sub-menu option. Click on “Add” on the top right side of the payment account section and it will open a popup. Enter details of payment account....