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Financial source

Receiving revenue from different streams? Segment it by specifying per financial source.

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over a week ago

Ask [email protected] to enable this feature for you.

Setup

When the feature has been activated, a new tab will be added to your office settings:

Here you can configure your financial sources:


Applying financial source to statements

Your financial source will automatically be applied to the statement items from Bank Recon after your item has been matched.

Your statement list will display your set financial sources:

Not seeing it? Try managing your columns.

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