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Using the Customer Support Portal
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  - Customer Support Portal: Overview and Features
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  - Resolving the “Incorrect Syntax Near the Keyword 'FROM'" Error During Budget Import
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Training Videos

Why can’t I create a bank rec for my new bank account?

Modified on: Fri, 6 Jun, 2025 at 4:16 PM

Make sure 'Reconciliation' is ticked on the bank account record.

Ticking this box will open a new tab along the bottom where you can change some of the tolerances for the bank rec.

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