Bank Genie
Software for Managing Bank Accounts

by Ideas for Gardens.com
User Guide - Applies to Bank Genie 4 and Bank Genie Pro 4
Last updated: 28th February 2018

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Index

Introduction

Getting Started

Setting Up

Preferences

User Guide Options

Bank Accounts

Bank Groups

Categories

Category Groups

Tags

Manage Transactions

Standing Orders

Process Standing Orders

Online & Downloads

Transaction Analyser

Net Worth

P&L Years and Groups

P&L Reports

Invoices

Password Protection

Database Protection

Quick Backups

Backups (with history)

Create a New Database

Open another database

Restore

Pack

Importing Data

Broken Transfers

Where is everything?

FAQ

Glossary

Common Controls

Index by Program Name

Acknowledgements

About us

Product support

Sponsored Links

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User Guide
Process Standing Orders - BS429
 

Starting the program
On the Main Menu, click the Transactions tab then click:
Process Standing Orders - BS429
The initial screen BS429S01 shows a list of Direct Debits and Standing Orders which are due for payment up to (and including) todays date
Screenshot BS429S01-1

In this section

About the program
This program allows you to a) set up any type of regular payment then b) process the regular payments into the respective Bank Accounts..
It is not restricted to Standing Orders and Direct Debits.
Any kind of regular transaction can be accomodated.
For purposes of this documentation, regular payments may be referred to as Standing Orders.

Setting up Standing Orders, Direct Debits and Regular Transactions
Direct debits, standing orders and regular payment are set up using the program:
Direct Debits/Standing orders - BS423
Screenshot BS423S01

Processing your Standing Orders, Direct Debits and Regular Transactions
All items which are due for payment will be displayed when you start the program.
Click the Process button

Screens (leading to screenshots) for program BS429

  • BS429S01 - The initial screen - This page
  • Screen BS429S02

 

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