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Cash Book workspaces and enquiries

Use the Cash Book workspaces and enquiries to investigate and find information about your Sage 200 bank accounts and transactions. You can find monies paid and received, as well as see the overall balance on the account. This helps you to determine the status of a bank account.

You can amend workspaces to display data to suit your business processes or current task. You can use the filter options and column selector to choose the data that is displayed.

You can use the Workspace Designer to change the content or to create your own workspaces. You can add or remove content and change the available actions, the reports, the columns and how they are displayed, the default filters used for the toolbar filter and so on.

In the desktop application, workspaces can be opened from the menu or from the drop-down list.

In the web browser, workspaces are opened from the drop-down list.

To open from the drop-down list, click the arrow next to the workspace title to open another workspace .

All values are displayed in the operating currency for the bank account.

The following workspaces and enquiries are available in the Cash Book:

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