Reconciling means matching the money in your bank to the invoices and payments in CRMit, so your figures always agree. Here is how to work through it.
Open a bank from Bank List to see its transactions, or open the Transactions List.
Use Sync to pull in the newest transactions from your bank feed.
Go through the list of incoming and outgoing transactions.
Match a transaction to the invoice or payment it relates to so it is reconciled.
Add a manual transaction, or upload transactions, if something is not in the feed.
Keep going until everything is matched.
Tip: Reconcile little and often so your balances always stay accurate.
Keep the rest of your banking and cash records in step.
Book a quick demo and we will walk you through reconciling your bank and keeping your figures in agreement.