This article covers changing the date and amount tolerances on a bank account in iplicit. These tolerances control how closely a bank statement line must match an iplicit transaction before it is suggested for Bank Reconciliation matching.

Changing the reconciliation tolerances on a bank account

  1. In the search bar, type 'Bank Accounts' and open it
  2. Select the bank account you want to update
  3. Select 'Edit' at the top of the screen
  4. Open the 'Reconciliation' tab
  5. Adjust the 'Date Tolerance' to the number of days you want to allow – for example, change it from three days to two, or to a higher number
  6. Adjust the 'Amount Tolerance' to the acceptable difference in amounts for matching transactions
  7. Select 'Save' at the top to apply your changes.

Watch the setup

Customer search terms

Bank reconciliation date tolerance
Bank reconciliation amount tolerance
Change matching tolerance bank account
Bank rec not matching
Bank statement match days