Help Centre

How can I reconcile transactions?

Updated on

1. Go to Agency > Reports > Reconcile bank.

2.  Enter the date you would like to reconcile to and click Filter.

3. This report will give you a full list of payments and commission to allow you to reconcile correctly with your bank.

Note: if you have lots of data and this is your first reconcile batch, it may take a few minutes to load.

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