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Training Videos

Why can’t I see all my transactions for this month?

Modified on: Fri, 6 Jun, 2025 at 4:14 PM

When creating the bank rec, the end dates populate with the date of the creation of the rec. Some users will expect the date to be the end of the month by default. This means they will expect to see transactions that aren’t in the rec. To change these dates after creation you can go to the summary page and edit the end dates from there.

Customer search terms

I have missing transactions on my bank reconciliation

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