Banking

How to pay money into your company

You may wish to put your personal funds into the company. This will be considered a loan. Provided there is enough money, you can then repay this 'loan' to yourself at a later date. Whether it's a balance transfer from your personal account to a company account, a cheque, or paying in cash, you sho...

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 to the right of the s...

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 record a cheque has bounced

There maybe an instance where you will need to record that a cheque has bounced. In Crunch this is a simple process. Firstly, navigate to the "Banking" tab and then to the "Bank deposits" sub tab: Here you are presented with a list of all the bank deposits you have previously recorded. If ...

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