Entering Receive Payment transactions using the Bank Register

Sales > Receiving customer payments > Entering Receive Payment transactions using the Bank Register

The Bank Register allows you to quickly and efficiently enter all your transactions for asset accounts with checking privileges or liability accounts with credit card privilege from one window. You can also view a complete transaction history for a selected date range of each of these accounts and open the source window of each transaction for more detailed information.

The data entry area appears in the bottom portion of the window and the top portion displays the transactions in a scrollable list.

Note: The Bank Register is not a transaction window

The Bank Register simply offers a streamlined method for recording customer payments. When you enter a Receive Payment transaction in the Bank Register, it is as if you had opened, entered and recorded the information in the Receive Payments window.

The Receive Payments window has fields for more information than does the Bank Register. You can click the Split button in the Bank Register window to open the Receive Payments window and enter more detailed information.

Whether you use the Bank Register or the Receive Payments window to enter the transaction, it is the Receive Payments window that displays when you open the recorded transaction from the Bank Register, Sales Register or Find Transactions windows.

The list in the upper left corner of the Bank Register window displays only asset accounts with checking privileges and liability accounts with credit card privilege.

Step by step
To receive a customer payment using the Bank Register


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