Skip to content
EventLedgerEventLedgerEventLedger Help

Reconcile (Auto)

Bank Reconciliation date range and Process Auto Reconciliation

Transactions → Reconcile (Auto) is the client bank-reconciliation screen. Pick a date range and Process.

Auto Reconciliation results with bank accounts that need review

Open a bank row to work unmatched lines by hand.

Manual Reconciliation with unreconciled bank lines

This area is still early. For a statement-ending-balance view you can also run Bank Reconciliation Summary under Reporting.

Day-to-day matching of bank lines to books is still done by coding payments and deposits from the feed.