Bank Reconciliation
I have reconciled my clents Bank Reconciliation up to March 4th. I am now trying to reconcile to March 31st. I put in the date that I had previously reconciled to as my client was experiencing some i...
Forum Discussion
Where are the instructions for using the new reconciliation - I tried to do what I did in the past - just entering the bank statement amount which matches the MYOB amount - but it won't let me submit.
I am pretty disappointed that you have totally changed bank feeds and reconciliation without any training guide - and without the option of changing back to the way it was.
Hi leefrances,
Thanks for sharing how you feel about the ui changes.
There haven’t been major changes to the reconciliation process, but the layout has been updated. You’ll still need to use the closing balance from your bank statement for the statement date you’re reconciling. If your software won’t let you submit even when the amounts appear to match, there’s likely something else in the reconciliation that still needs attention for that date.
These help articles walk through the current process:
If you’re still unable to complete the reconciliation, I recommend contacting our support team so they can investigate why it isn’t going through. You can do this by creating a ticket in My Account or by chatting with our live chat team through MOCA, our virtual assistant.
Regards,
Genreve
