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An exciting feature that is included in our newest release, 2.19, is the ability to group multiple cash receipts together to make a bank deposit. This allows you to reconcile your bank statement.
As soon in the image above, there is now a bank deposits tab that you are able to navigate to. Once you are here, follow the steps detailed here to learn how to make a bank deposit and how it correlates to our newly redesigned bank reconciliation tool.
See Accounting Seed in action
Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.
