{"id":1655,"date":"2023-06-02T06:07:15","date_gmt":"2023-06-02T06:07:15","guid":{"rendered":"https:\/\/smaket.org\/blog\/?p=1655"},"modified":"2023-07-10T11:29:29","modified_gmt":"2023-07-10T11:29:29","slug":"what-is-cash-and-bank-features-in-smaket","status":"publish","type":"post","link":"https:\/\/www.smaket.ai\/blog\/what-is-cash-and-bank-features-in-smaket\/","title":{"rendered":"What Is Cash And Bank Features In Smaket?"},"content":{"rendered":"<h2><span style=\"font-weight: 400\">What is cash and bank features?<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Cash and Bank Features refer to the functionalities and capabilities provided by financial systems or software that allow users to manage their cash and bank transactions effectively. These features typically include the ability to record, track, and reconcile cash inflows and outflows, manage multiple bank accounts, perform bank reconciliations, generate financial reports, and facilitate online banking activities such as fund transfers and payment processing.\u00a0\u00a0\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400\">How do cash and bank features work in Smaket?<\/span><\/h2>\n<h3><span style=\"font-weight: 400\">Step 1:\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">To access the Cash &amp; Bank section, Go to Dashboard &gt; Cash &amp; Bank<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1657\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/06\/Screenshot-94.png\" alt=\"\" width=\"1906\" height=\"937\" \/><\/p>\n<h3><span style=\"font-weight: 400\">Step 2:\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Once you click on the Cash &amp; Bank menu, the Cash book &amp; bank book page will open. This page contains all the transaction details of the business.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1658\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/06\/Screenshot-95.png\" alt=\"\" width=\"1906\" height=\"940\" \/><\/p>\n<h3><span style=\"font-weight: 400\">Step 3:\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">The Cash &amp; Bank page is divided into three sections: Cash in Hand, Bank, and Total Value. Under these three sections, you can view various transaction details such as date, transaction type, transaction time, party, notes, transaction mode, paid amount, received amount, and balance amount.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1659\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/06\/Screenshot-96.png\" alt=\"\" width=\"1586\" height=\"620\" \/><\/p>\n<h3><span style=\"font-weight: 400\">Step 4:\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">If you want to print or create a PDF\u00a0 then click on the print or generate PDF option.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1660\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/06\/Screenshot-97.png\" alt=\"\" width=\"1900\" height=\"936\" \/><\/p>\n<h3><span style=\"font-weight: 400\">Step 5:\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">You can search for transaction details by date. To do this, click on the year-to-date option, and a dropdown list will appear with many options such as today&#8217;s, last 1 month, last 3 months, last 6 months, last 1 year, current fiscal year, and custom dates. Select the dates you want to view transaction data for.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1661\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/06\/Screenshot-98.png\" alt=\"\" width=\"1903\" height=\"941\" \/><\/p>\n<h3><span style=\"font-weight: 400\">Step 6:\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">In the Cash &amp; Bank section of Smaket, you can also add or withdraw money. Let&#8217;s take a look at the process for adding and withdrawing money.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Step 7: <\/span><\/h3>\n<h3><span style=\"font-weight: 400\">How to Add Money<\/span><\/h3>\n<p><span style=\"font-weight: 400\">To add money to your account, click on the Add Money button on the Cash book &amp; bank book page. This will take you to the Add Money page. 1st select Add money from cash or bank Then Select the date, enter the amount you want to add, and provide some notes (if necessary). Then click on the save button to add money successfully. You can view your available balance on the new balance section.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1662\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/06\/Screenshot-99.png\" alt=\"\" width=\"1919\" height=\"905\" \/><\/p>\n<h3><span style=\"font-weight: 400\">Step 8: <\/span><\/h3>\n<h3><span style=\"font-weight: 400\">How to Withdraw Money<\/span><\/h3>\n<p><span style=\"font-weight: 400\">To withdraw money from your account, click on the Withdraw Money button on the Cash book &amp; bank book page. This will take you to the Withdraw Money page.1st select Withdraw money from cash or bank Then Select the date, enter the amount you want to withdraw, and provide some notes (if necessary). Then click on the save button to withdraw money successfully. You can view your available balance on the new balance section.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1663\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/06\/Screenshot-100.png\" alt=\"\" width=\"1919\" height=\"913\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is cash and bank features? Cash and Bank Features refer to the functionalities and capabilities provided by financial systems or software that allow users to manage their cash and bank transactions effectively. These features typically include the ability to record, track, and reconcile cash inflows and outflows, manage multiple bank accounts, perform bank reconciliations, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1664,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[2303],"tags":[133,2512,2541,2537,2542,2540,2538,2544,2539,844,2547,2546,1126,2452,2548,1184,2543,2453,2545,2291],"class_list":["post-1655","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorial","tag-accounting","tag-bank-transactions","tag-banking-services","tag-cash-and-bank-features","tag-cash-flow","tag-cash-handling","tag-cash-transactions","tag-cashless-society","tag-digital-payments","tag-financial-management","tag-financial-security","tag-financial-software","tag-financial-technology","tag-financial-transactions","tag-mobile-banking","tag-money-management","tag-online-banking","tag-payment-processing","tag-payment-solutions","tag-smaket"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>What Is Cash And Bank Features In Smaket? - Smaket<\/title>\r\n<meta name=\"description\" content=\"What is cash and bank features? 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