Check a new bank account in Truewind

Check a newly created bank account in Truewind when you need to confirm it exists before mapping or transaction review, resulting in the account visible in the chart of accounts.

Workflow

Step 1

Click side menu

Start in Truewind on Bookkeeping > Bank Transactions, then click on side menu

Step 2

Open Bookkeeping

Use the Bookkeeping module to reach the ledger views where newly created bank accounts appear.

Step 3

Open Chart of Accounts

Review the Chart of Accounts list to confirm the new bank account was created in the right ledger group.

Screenshot showing Click Chart of Accounts

Step 4

Open Chart of Accounts

Use the Chart of Accounts list to confirm the new bank account was created in the correct ledger structure.

Step 5

Filter the accounts list

Complete this action so you can confirm the new bank account is available for mapping.

Screenshot showing You can filter the accounts by typing account name or click on the "Filter" icon

Step 6

Open the new account

Check the saved account directly so you can verify its name, type, and balance settings.

Screenshot showing Click Credit Card Testing

What to verify

The workflow completes with the expected result.
The screenshots match the current product flow.

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