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pippypip's avatar
pippypip
Trusted Cover User
3 years ago

Reconciling transactions

I the old essentials iIwas able to see the bank transaction list what transactions had been reconcilined marked. . I could reconcile transactions individually which gave me control and I only reconilined afterhaving double checked the transaction. this ability seems to have been disabled in the upgraded version. Is there any way that I can have these features turned back on

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  • Hi pippypip 

     

    Thanks for your post. In the newer Essentials platform bank reconciliations are done in the Reconcile accounts window. Any transactions which have been matched in the Bank transactions window will be ticked in the Reconcile accounts window. 

     

    The Reconcile accounts window is where you would double check transactions before completing the reconciliation.

     

    This help article has detailed information: Reconciling your bank accounts

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.