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Can I import bank statements from Internet Banking?

 

Yes you can. CashManager has a facility to import bank statements from all of the major banks in New Zealand including: ASB; ANZ; BNZ; TSB; National Bank, Westpac and RABO Bank. 

The import facility is also perfect for importing credit card transactions including AMEX, Visa and Mastercard. You can also import bank statement transactions from banking software such as PC Banking from the BNZ, Fastnet Office from the ASB and Direct Link from the National Bank.


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  • Can I assign a follow-up for a particular contact in CashManager?

  • Yes you can. You will have to first enable the 'Contact Management' feature in CashManager which can be activated from Setup>Options>Features and select 'Activate Contact Management feature', Also select 'Show due tasks' if you want to.

    Once the Contact Manager feature is enabled click on the 'Contacts' button, select a particular contact and click the 'Notes' button. This will give you an... [Read More]

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