Review or edit a bank reconciliation

You may need to review bank reconciliations to confirm or change transactions.

  1. In the Bank Reconciliation grid, click the reconciliation that you want to review.
  2. Review the transactions included in the bank reconciliation.
  3. Optional: Change the information, if needed, by marking the checkbox for the transaction and clicking the icon.
  4. 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.