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How do I see unreconciled items?
How do I see unreconciled items?

See unreconciled items

Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago
  1. Select Bank & Cash > Bank History.

  2. Select the Bank Account you wish to see the unreconciled items for.

  3. Go to Status and select Unreconciled from the drop-down menu.

  4. Select the dates from and to (or leave blank to see all unreconciled items for your current financial period).

  5. Click Search.
    You will now see a list of all your existing unreconciled items that you can either print or export to CSV.

Note: You will only be able to see the outstanding unreconciled items from the financial period you are transacting in. In order to see historical items that are still unreconciled, you will need to start the reconciliation process for your bank account.

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