Using Precisa

• Home Page
• Introduction to Precisa Report
• Manage Reports
• Create Report
• Understanding Analysis Status
• Edit Report
• Delete Report
• Bank Account Analysis
  • Transactions
  • Overview
  • Monthly Summary
  • Irregularities
  • Daily Balance
  • Circular Transactions
  • Bounced Cheques
  • Salary
  • Categories
  • Cash Flow
  • Available Balance
  • Business Cash Flow
  • Counterparty
  • EMI Payments
  • Loans
  • Monthly Counterparty
  • OD/CC Utilization
  • Recurring Deposits
  • Recurring Payments
• All Bank Accounts Analysis
  • Bounced Cheques
  • Business Cash Flow
  • Cash Flow
  • Categories
  • Circular Transactions
  • Counterparty
  • EMI Payments
  • Irregularities
  • Loans
  • Monthly Counterparty
  • OD/CC Utilization
  • Overview
  • Recurring Deposits
  • Recurring Payments
  • Salary
• Download report (CAM) in MS Excel format
• Manage Users
  • Change User Status
  • Create User
  • Edit User
  • Search User
• Manage Subscription
  • Cancel Subscription
  • Change Plan
  • Change Primary Contact
  • Plan Suspension & Renewal