How can I update the summary page in bank reconciliation?

Created by Rita Goncalves, Modified on Fri, 6 Jun at 3:57 PM by Rita Goncalves

If the summary page does not refresh according to the transactions in the bank reconciliation, you will need to force the summary page to recalculate.

You can do this by amending the date on the summary page to a date in the future and then returning it to the today’s date.

Please note: it is not advisable to use a date in the past as this could ‘unmatch’ transaction that have been previously ‘matched’.

Customer search terms

Date on bank reconciliation summary page is incorrect

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