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  1. Reconcile Bank Account

  2. Post Subledgers Through Subledger Status Screen

  3. Fill Out Spreadsheet w/ GL and Subledger Balances

  4. Audit Discrepancies By Comparing GL And Subledger Reports Day By Day

  5. Create Adjusting Journal Entries

  6. Print General Ledger Detail Journal (if necessary)

  7. Present Numbers

 Bank Reconciliation:

  1. Navigate To Bank Reconciliation Under BNK>Bank Accounts>Bank Reconciliation

  2. Select A Bank Account And Reconciliation Date

  3. Enter The Statement Balance, Charges, and Interest

  4. Click the Edit button start the Reconciliation

  5. Check The Box Next To Each Transaction Present On Your Bank Statement

  6. Enter Any Missing Transactions

  7. Ensure The Balance Is Correct And Click Finish

  8. Save Report For Future Reference

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  1. Navigate To The General Ledger Detail Journal Under G/L>Month End Processing>General Ledger Detail Journal

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  2. Print The Detail Journal For The Account In Question For A Day

  3. Navigate To The Subledger Report (paths located below or on month end close spreadsheet)

  4. Print The Subledger Report For The Same Day

  5. Compare Totals

  6. If Totals Are Different Compare Each Transaction To Find The Issue

  7. If Totals Are The Same Print Reports For Next Day

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