How to Manage Banking and Bank Accounts

Banking area

The Banking section (https://dashboard.kmmvgroup.org/admin/accounting/banking) tracks all cash and bank activity.

Step-by-step: add a bank account

1. Go to Accounting > Banking > Bank Accounts.
2. Click New Bank Account.
3. Enter the account name, opening balance and currency.
4. Click Save.

Step-by-step: import a bank statement

1. Go to Banking > Import Banking.
2. Select the target bank account.
3. Upload the statement as CSV or Excel.
4. Map the columns (date, description, amount) and confirm.
5. Imported rows appear under Posted Bank Transactions ready to be matched.

Bank feeds (Plaid)

If Plaid is configured under Settings > Plaid Environment, you can connect a bank under Banking > Banking Feeds to pull transactions automatically.