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Reconciling or Clearing Transactions

Transactions are reconciled or cleared by clicking the Status box against the transaction until the relevant action is set. Lines can be reconciled or cleared

one line at a time; or
using the Set Value option in the column heading to the entire grid (useful when there are just a few lines not on the bank statement. Set all as Reconciled and then just untick those that have not yet appeared)

Steps

One line at a time

Left click the field Status against the line and repeat the click until the relevant status is selected i.e. Reconciled or Cleared

Bulk transactions

Right mouse click the Status column heading and click 'Select Column'
Right mouse click the Status column heading and click 'Reconcile'

Left click the field Status against a line and repeat the click until the relevant status is selected - Cleared or Unreconciled
Repeat as required until complete

Save the changes

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