We are trying to use the new Account Reconciliation Page but no transactions show up in the list ot reconcile....what am i missing?
a
Alex K
05/24/2023, 7:53 PM
Field on the account record needs to be checked: USE MATCH BANK DATA AND RECONCILE ACCOUNT STATEMENT PAGES
Or are you able to select an account an no transactions are showing?
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nsAI
05/24/2023, 8:05 PM
yes i checked that box and I am able to select the account, but no transactions are showing
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Luis
05/24/2023, 8:48 PM
Have they been cleared or reconciled using the Reconcile Bank Statement page (the old method)? Have you checked the second tab of the Match Bank Data if they were automatically matched?
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Marc
05/25/2023, 7:10 AM
You need to click on submit when you have use match bank data
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nsAI
05/25/2023, 7:43 PM
ahh that was what I was missing...i thought Match bank data was separate...I didn't relaize you use the 2 together