Banking

How to add bank charges to Crunch

Add your bank as a new supplier under Suppliers and then add cost as an expense under Bank charges.

How to view and delete earlier bank statements / How to delete unrecon...

Click on the "Statement uploads" button on the "Banking" dashboard. Select the relevant statement, then choose "Options" and then "Delete". If the "Delete" option is greyed out you will need to un-reconcile the bank statement before deleting it. See how to do this here.

How to add a new company loan

Please note that you should only enter company loans, not personal loans. If a director lends money to the company it should be recorded as a "Bank Deposit" of "Director's Money". To add a company loan, navigate to the banking dashboard and select the New company loan button from the box on the l...

How to record interest has been received

To record in Crunch that you've received an amount of interest you will need to navigate to the "Banking" tab and select "Interest received" from the sub menu. Then click "Add new: Interest received": The fields of the "New Interest Received" form that you'll be presented with will need to be comple...

How to add a loan repayment

To record a company loan repayments navigate to the Banking dashboard and click on the New loan repayment button in the Company Loans box. The Payment Details form allows you to then enter the details of this repayment. You will be required to fill in the repayment amount and interest amount ...

How to add a new money transfer

To move money between company bank accounts you will need to record a "Money Transfer". Recording money transfers in Crunch is incredibly quick and easy. Simply navigate to the "Banking" tab and then to the "Money transfers" sub tab: Click "Add new: Money transfer" and you'll be presented with the...

How to record a new tax payment

Recording a tax payment is incredibly easy in Crunch. Firstly navigate to the "Tax" tab and then to the "Dashboard", before clicking "New tax payment": Then fill out the form with the correct details for your payment, so that it looks something like our example and click "Save tax payment"...

Recording Statutory Payments

It's nice and straightforward to record a client's statutory payment, simply navigate to the 'Tax' tab and then to 'Tax Payments', now select 'New Tax Rebate' as shown. You can now select 'PAYE/NIC' from the drop down menu and complete the required fields and record the payment.

How to add a new bank deposit

Whenever you pay money into your company, whether this is a deposit from your personal bank account, or your own personal funds in cash, you should record a bank deposit. To record a bank deposit navigate to the Banking tab and then click on the blue New bank deposit button in the ‘recent bank de...

How to add a new credit card

In order to add a new credit card to the Crunch application, you will first need to navigate to the Banking Dashboard: Once you’ve navigated to the banking dashboard you can use the blue new credit card button in the Credit Card Accounts box, found under the main Bank Accounts box: Using ...

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