Want to learn more about how to use COATS? You’ve come to the right place!

Video: COATSsql Basics: Banks

This is the Banks portion of the COATSsql training DVDs.


Don’t worry if it’s hard to see the screen in this embedded window; just click the four arrows at the bottom of the player to watch it full-screen!

00:00 Introduction
01:15 Reviewing buttons along the right hand side of the screen
02:50 Adding a Bank Account
03:35 Adding Department Contacts
05:29 Inactive Banks
06:05 Record Validity
06:23 GL Info
07:00 Attaching Bank(s) as default accounts
09:28 Creating Bank as Direct Deposit Bank
10:00 Contact Comments
11:50 Balance
12:10 Creating Transactions
17:23 Reviewing Transactions
20:18 Bank Reconciliation
23:56 Home Button (Region/Branch/Department)
24:20 Voided Checks
24:46 Bank Deposits
25:30 Bank Checks
26:02 Shortcut to Create Transactions