How do I amend the date tolerance in Bank Rec?

Search for the Bank Account

• In the top-left search bar, type “Bank Accounts”.
• Select the bank account you want to update.

Edit the Bank Account

• Click the Edit button at the top of the screen.

Go to the Reconciliation Tab

• Navigate to the Reconciliation tab within the bank account settings.

Update Tolerances

• Date Tolerance: Adjust the number of days (e.g., change from 3 days to 2 days or more, depending on your preference).
• Amount Tolerance: You can also modify the acceptable difference in amounts for matching transactions.

Save Your Changes

• Click Save at the top to apply your updates.