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Changing Bank Reconciliation Style

If you are currently using our old style bank reconciliation then you might fancy an update to our new style which makes reconciling clearer and more efficient. If you do then there are a few steps you need to follow to make sure the transfer all goes smoothly. A screenshot…

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Reconciliation Settings

This guidance advises on a very important reconciliation setting in KashFlow. Reconciliation Date If you have previously reconciled your statement up until a certain date (usually this is the case if you have moved over to KashFlow from another accountancy software) then you can specify a Reconcile Date. The reconcile date is…

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Reconciliation Troubleshooting – Missing Transactions

This guidance advises on the causes and steps to take when your bank reconciliation is missing transactions. If when reconciling you find that there is transactions missing there are two principle causes; the transactions have been modified whilst the reconciliation was in progress, or the transactions have been reconciled in…

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