How do I make my transactions show up under Reconc...
# ask-stanley-ai
m
How do I make my transactions show up under Reconcile Account Statement, when I go to the Match Bank Data page and Clear the journal entries for the month, none of them show up under Reconcile.
c
AI generated answer (using internal Slack threads):
To make your transactions show up under the Reconcile Account Statement, you need to ensure that the "Use Match Bank Data and Reconcile Account Statement Pages" field on the account record is checked. After checking this box, you should be able to select the account and see the transactions. If you have already done this and still can't see the transactions, it's possible that they have been cleared or reconciled using the old method, the Reconcile Bank Statement page. You can check the second tab of the Match Bank Data to see if they were automatically matched. Also, remember to click on submit when you have used match bank data. The Match Bank Data and Reconcile Account Statement pages are used together, not separately. If you have offsetting GL postings without a bank transaction, you might still need to use the old "reconcile bank accounts" page. There is also a Clear button on the Match Bank Data page that allows you to reconcile entries without having the entry coming from your bank statement. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.86228013
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.856893599
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849599421
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