Perform a Bank Reconciliation

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10 comments

  • Joan Comfort

    I do not see the "create summary/reconciliation pdf " option.  Please advise

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  • Barb McLeod

    Hello Joan,

    Please open a case with our Customer Support Team. Someone will be happy to assist you.

    Thanks,

    Barb

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  • Christine Stevens

    Is there any reason a bank rec status would be stuck in "working" for hours? I two bank recs for two of my clients bank accounts and it's been sitting in the working status for hours. I updated them to the summer 23 release on Friday. They have less than 8000 records between both of these accounts, so I don't think volume is the problem. 

    I am having trouble registering my account so I can submit a ticket via the portal. I want assistance with this as my client has a deadline to get financials to their partners. 

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  • Barb McLeod

    Hi Christine,

    If you open a case with our Customer Support someone will be able to provide a resolution for this issue. 

    Thanks,

    Barb McLeod
    Accounting Seed

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  • Christine Stevens

    Hi Barb,

    As much as I would love to open a case, I cannot access your portal. When I try I am getting the attached error. I've already sent an email to the portal address listed and I am STILL waiting on someone to reply. 

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  • Barb McLeod

    Apologies for the issue. I forwarded your information to our Support Team.

    Thanks,

    Barb  

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  • Christine Stevens

    Hi Barb,

    Is there an ETA of when I'll hear from support? This is kind of urgent as I need able to provide an update to my client's partner on Wednesday since they've been anxiously waiting to run financials. 

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  • Barb McLeod

    Hello Christine,

    I forwarded your information regarding an ETA to our Support Team so that they are aware of the urgency.

    Thanks,

    Barb 

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  • Rebecca Ralls

    Is creating the CSV atthe end of the process the only way to view the uncleared items from the reconcilliation? 

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  • Barb McLeod

    Hi Rebecca,

    You can click Filter, and then select the Cleared/Uncleared drop-down list to select Uncleared to view only the uncleared items on the reconciliation. 

    If you need more information, please feel free to submit a support case.

    Thanks,

    Barb 

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