Page Comparison

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1. Log onto Readysell 
2. Select "Financials"
3. Select "Cashbook"
4. Select "Bankings"
   
5. You have the ability to change the filter by clicking on the Drop Down Box at the top of the screen and making a selection.
    
   Once Making a selection, a list of all movements will display to screen, these are transactions that affect any Bank Account.
6. The left hand side of the View is what we call the 'List View' see example:
   
   
   
7. The list view can be sorted by clicking on any one of the Filter Drop Down along each column heading -  For information on how to search for an exiting transaction please see Searching and Filtering Lists
8. As you highlight a transaction from the List View you can see the origin of this transaction by clicking on 'Show Source Record'
    
9. Looking at the List view, on the right hand side you will see the details of each open item highlighted along with the bank reconciliation details if any.
10. The right hand side is called the 'detail view' of each open item that is highlighted.
     
11. Within the Detail view, in 'Bank Reconciliation LInes' you can see if the Transaction has been presented in any Bank Reconciliation. If the Bank Reconciliaton LInes is empty, then that open item has not been presented on any bankrec as yet.
12. If you click on 'Show Bank Reconciliation' button from within the detail list view, you are taken to the bank reconciliation where the transaction was presented.
     
13. Here you will see all the details on that one Bank reconciliation in detail.
14. If you would like to see the data in a report format, you can click on 'Export to'
     
15. The Export to function allows to export the data that is displayed on the screen to another format.
16. Select one of the formats 
17. The data will appear to screen in that format. You can take it from there. 'EXPORT TO" BUTTON