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How to Add transactions on our Bank Reconciliation Screen (Dec 21)

Step 1: Go to Financials > Bank accounts

 

Step 2: Select ‘Start Reconciliation’ on the relevant Bank account

 

Step 3: Select ‘Not a Match?’ in the top right

 

Step 4: You can select Add transaction and directly add in spent items, e.g. the contractor side of a transaction can be added easily this way. Or any payment to a property owner.

 

Step 5: You can also use the Search function > select a transaction > Add an additional transaction after you have selected one by clicking ‘Search & Add More’

 

Step 6: Add the transaction by filling in the details and pressing add

 

Step 7: Any transaction added will appear on the bank reconciliation screen, ready to be matched

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