Getting started with banking
Add your bank accounts (real and mobile-money), record their opening balances, and let Vendly do the matching.
M-Pesa — Paybill, Till and settlement
Treat M-Pesa as its own bank account. The Safaricom statement, the settlement to your bank, and how to match customer payments to invoices.
Bank transactions — imports, matching and categorisation
Every bank statement line is a transaction. Import them in bulk and match each one to a source document.
Bank reconciliation — closing the loop monthly
The point where Vendly's bank balance and the actual bank balance finally agree. Required before you can close a period.