Step-by-Step Process
1. Log Into C-Store Essentials Web Account
You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com.
Click the "Forgot Password" button if you need help resetting your password.
✅ Note: This demonstration is performed in a test environment. All numbers and transactions shown are examples only and do not reflect real data. Your actual store values may differ.
2. Access the Banking Dashboard
On the left-hand side, click Bank
Then click Dashboard
The Dashboard provides quick links to the features covered in this guide.
Here, you will see:Reconciled Bank Balance
Total Cash on Hand
Funds Available
3. Make Manual Bank Entries
Click Bank on the left
Select Bank Entries
This page displays all transactions created from your store’s day reports, deliveries, purchases, and lottery inventory entries
To add a manual entry:
Click the Plus (+) Icon at the top right
Choose to enter a payment, purchase, delivery, or any other type of entry
You can also add a Transfer between bank accounts:
Click Transfer
Enter the Date, Amount, Source Account, and Destination Account
Select the Payment Mode
(Optional) Enter a Check Number and Memo
Click Transfer to save
4. Reconcile Bank Transactions
Click Bank on the left
Then select Reconcile
Before reconciling, ensure you are actively using Day Reports, Purchases, Deliveries, and Lottery Tracking features
On the Reconcile page:
Click Search to pull all unreconciled entries
(Optional) Filter by Bank Account, Log Type, Transaction Source, or Date
Select the Date you are reconciling for where it says Reconciled As Of
You can manually select entries or click the Top Checkbox to select all
At the bottom:
Enter the Actual Bank Balance for that day
Click Reconcile
If reconciling for the first time, you may need to enter a One-Time Adjustment:
Click the Adjustment Box
Select a Category from the default list or add a new one
You can also choose to Ignore the Difference if preferred
Once completed, your system balance will sync automatically moving forward
To view past reconciliations:
Click Reconciled Entries at the top
Filter by Date or Bank Account
(Optional) Print or Export to Excel by clicking the icons on the top right
5. Print Checks
Click Bank on the left
Then select Print Check
From this page:
Click the Blueprint Icon next to the check you want to print
Your signature (if added) will automatically populate
6. View Bank Reports
Click Bank on the left.
Available reports include:
Checkbook Statement Report — Shows checks entered based on selected dates and bank accounts
Bank Statement Report — Shows all adjustments and entries made
Outstanding Items Report — Lists any outstanding transactions
7. Add or Edit a Bank Account
Click Bank on the left
Then select Bank Account
By default, you will have a Main Operating Bank Account
To edit an existing account:
Click the Pencil Icon
Adjust the Account Name if needed
To add a Signature Line:
Click the Signature Icon at the top right
Enter your Signature Information
All other fields are optional unless otherwise specified
Important Notes
PDI C-Store Essentials is not connected directly to your bank account
Bank entries and reconciliations are for reporting purposes only
Always enter accurate bank balances to ensure reports are correct
Manual adjustments may be necessary during your first reconciliation
Frequently Asked Questions
Why is C-Store Essentials not showing my actual bank balance?
Why is C-Store Essentials not showing my actual bank balance?
PDI C-Store Essentials is not directly linked to your bank. Balances reflect store-entered data only.
Can I reconcile daily or weekly?
Can I reconcile daily or weekly?
Yes. Select the appropriate date during the reconciliation process depending on how often you reconcile.
What should I do if my reconciled balance does not match?
What should I do if my reconciled balance does not match?
Use the Adjustment feature to make one-time corrections, or review your entries for any missing transactions.
How do I add a second bank account?
How do I add a second bank account?
Go to Bank → Bank Account → Click the Plus Icon to add a new account.
Can I print reports for bank entries and reconciliations?
Can I print reports for bank entries and reconciliations?