Review or edit a bank reconciliation
You may need to review bank reconciliations to confirm or change transactions.
- In the Bank Reconciliation grid,
To open the Bank Reconciliation screen, click Transactions in the navigation panel, and then click Manage > Bank Reconciliation.
For more information, see Bank Reconciliation.
- Review the transactions included in the bank reconciliation.
- Optional: Change the information, if needed, by marking the checkbox for the transaction and clicking the icon.
- Click Save to save your changes, or click Cancel if you did not change any information.
The availability of some or all of these features depends on your OnBalance contract and/or configuration.