23 days ago
Bank rec not connecting
Hi, I have recently activated bank feeds and any payments received and recorded manually are not showing as received in the bank feeds. I can delete the payment then apply via bank feeds and it works...
Hi Wilma57,
That does add to the workflow if you need to manually re-enter those transactions. Generally, transactions that are part of a previous reconciliation or marked check on the reconcile accounts screen do not appear as a candidate to match bank feed transactions. I recommend undoing the reconciliation that the transaction is part of and unmarking them in the reconcile accounts screen. Doing this will make the transaction appear in the bank feed screen.
Let us know if you need any other help.
Thanks,
Genreve