Treasury & Banking Hub

Bank accounts, transfers, reconciliation and POS settlement in one consolidated screen.

Overview

Treasury & Banking Hub brings together every screen that touches cash and bank movement — from viewing bank account balances, to moving money between the tenant’s own accounts, to reconciling statements and closing out point-of-sale settlements — in one page with an internal sub-navigation. It is one of the five hubs reachable from Finance Hub and is only shown in the sidebar when Hub view mode is active.

Unlike Accounting Hub, every sub-screen in Treasury & Banking Hub is fully live today — there are no placeholder nodes here.

What's Included

Sub-screen	Status	Description
Bank Accounts	Live	The Financial Accounts screen’s account list — balances and account details for every bank/cash account.
Inter-Account Transfer	Live	Move funds between two of the tenant’s own bank/cash accounts (Financial Accounts’ transfer sub-view).
Bank Reconciliation	Live	Match bank statement lines against recorded transactions to confirm the books agree with the bank.
POS Settlement	Live	Close out a point-of-sale shift or day, reconciling cash and card totals.

How It Works

Open Treasury & Banking Hub from Finance Hub or the sidebar

Pick a sub-screen from the internal list on the left

Its content renders in place — no full page navigation

All four sub-screens are fully live and reuse the same underlying components as their standalone Grid View equivalents: Bank Accounts and Inter-Account Transfer both render the Financial Accounts screen (with and without the transfer sub-view respectively), while Bank Reconciliation and POS Settlement render their own dedicated components unchanged. There is no separate data store for the hub — it is the same treasury data viewed through a consolidated navigation shell.

Bank Accounts and Inter-Account Transfer share one screen

Both sub-screens are the same FinAccountsScreen component — Inter-Account Transfer simply opens it pre-scrolled to its transfer sub-view. Any account you create or edit from either sub-screen is visible from the other immediately, since they read the same account list.

Hub View vs. Grid View

Same data, different navigation

Treasury & Banking Hub only appears in the sidebar in Hub view mode. In Grid view mode, the same functionality is reachable as separate standalone entries — Financial Accounts, Bank Reconciliation, and POS Settlement each have their own sidebar item. See Finance Hub for the full Hub View vs. Grid View explanation, which applies identically here.

Frequently Asked Questions

Is a transfer I create here the same transaction Grid View’s Financial Accounts screen shows?

Yes. Inter-Account Transfer inside the hub renders the exact same Financial Accounts component (opened to its transfer sub-view) that Grid View uses, so a transfer created in either place appears immediately in the other — there is only one underlying transaction record.

Does Bank Reconciliation here reconcile against the same statement data as the standalone Bank Reconciliation screen?

Yes. The sub-screen is the same BankReconciliation component used by the standalone Grid View screen, matched against the same bank statement lines and recorded transactions — there is no separate reconciliation state per view mode.

If I close out a POS shift from this hub, does it also show as closed in the standalone POS Settlement screen?

Yes. POS Settlement inside the hub is the same component and reads/writes the same settlement records as the standalone Grid View screen — closing a shift here is not a separate action from closing it there.

Are all four Treasury sub-screens really live, unlike Accounting Hub?

Yes. Treasury & Banking Hub is the only Finance hub where every sub-screen is fully functional today — Bank Accounts, Inter-Account Transfer, Bank Reconciliation, and POS Settlement all render real, working components with no “Soon” placeholders.