This guide explains how to locate, verify, and edit a financial record in ProcessFlex using the bank statement view.
Accessing the Bank Statement
Follow the steps below:
1. In the Main Menu, click Financial.
2. Select Statement.
Selecting the Bank Account
1. The Bank Statement screen will be displayed.
2. Select the desired bank account to view its related financial records.
Locating the Financial Record
1. Search for the record in the list of displayed transactions.
2. If you cannot find the desired record, adjust the search filters (such as date range, transaction type, or other available filters) to help locate it.
Editing the Record
1. After locating the financial record, click on it.
2. Make the necessary changes to the available information.
3. Save the changes to update the record in the system.
💡 Tip: Using the correct date range and bank account filters can help you find records more quickly.