How do I add a new transaction through Balance Cash/Bank?
The “Balance Cash/Bank” functionality allows you to view, manually add and edit financial transactions in Animana. You can use Balance...
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Payments
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In focus: Processing a payment
On this page, you’ll find all our help resources regarding how to take payments in Animana. Instructional videos These videos... -
How do I correct errors in the day overview?
Animana tracks payments throughout the day. Thus, at the end of the day, it expects a specific amount on the... -
How do I correct a bank payment?
Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. Sometimes, you may... -
How do I add purchase invoices?
When you do bookkeeping in Animana, you will have to process all your incoming and outgoing transactions in Animana. This... -
How do I see which user processed a payment?
In some cases you want or need to know what happened to a particular payment in the system. That’s why... -
How do I book a preliminary payment on a suspense account?
Sometimes, you don’t have all the necessary information to book a payment immediately. In some cases, a suspense account is... -
How do I create a report which shows me all the payments I have received?
For accounting purposes, you’ll need an overview of all your registered payments. This article explains how to extract this overview... -
Balances (balancing bank statements)
The balances section allows you to view, add and edit cash and card transactions, and also bank and suspense account... -
How do I allocate insurance payments?
After a claim has been sent to an insurance company you may receive full or partial payment from the insurance...