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  - Why are my emails failing to send?
Bank
Year End
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  - How do I create/renew budgets for new financial year?
  - How to Correct Budget Period Issues When Copying and Creating Forecasts?
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Purchase
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  - How do I write off a purchase order?
- Credit Notes
  - Can I allocate a Purchase Credit Note to a Purchase Order?
- Invoices
  - Can I delete the text from the ‘Their ref’ box after posting a sale invoice?
  - How to change the posting attribute on a document?
Sale
- Sales Orders
  - How do I write off a sales order?
- Automations
  - How to set up deferred income
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- User management
  - How do I remove/delete a user?
- User access
Assets
- Fixed Assets FAQs
General Ledger
- GL FAQs
  - What is the purpose of the opening and closing balances on GL Reconciliation?
Training Videos

How can I update the summary page in bank reconciliation?

Modified on: Fri, 6 Jun, 2025 at 3:57 PM

If the summary page does not refresh according to the transactions in the bank reconciliation, you will need to force the summary page to recalculate.

You can do this by amending the date on the summary page to a date in the future and then returning it to the today’s date.

Please note: it is not advisable to use a date in the past as this could ‘unmatch’ transaction that have been previously ‘matched’.

Customer search terms

Date on bank reconciliation summary page is incorrect

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