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Record Bank Draft

A bank draft is a payment processed by your bank, such as a monthly utility payment set up for automatic withdrawal. In Financial Edge NXT, you can record a bank draft payment for an invoice that reflects the automatic withdrawal amount.

Note: With Bank feeds, a payment may clear the online bank before it is made in Financial Edge NXT. In this case, during the download and clear process, a matching payment cannot be found in the bank register. To create a match, you can record a bank draft and create (or search for) the invoice associated with the payment.

Note: To successfully record bank drafts, you may need appropriate security rights. For example, creating a payment or adding an invoice require specific rights.