This article provides information and steps to reconcile a batch against a bank statement.
Staff can reconcile a batch against a bank statement and mark the batch as reconciled. Staff can also click into each batch to see the details as well as update the report.
Here are the steps to reconcile a batch:
1. From Giving go to Reconcile Batches.
2. The checkbox beside each batch can be checked once you have reconciled that batch with your bank statement.
3. Click on any batch to see the Batch Details including the Names and Types in that particular batch.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.
Click here for steps to run a Reconciliation Report.
