The attached document guidelines and procedures that should be followed in order to use the Universal Bank Reconciliation module. This document also offers recommended approaches to take when you cannot reconcile successfully.
Support subscribers: You may also access our video training library for further assistance.
Bank Reconciliation - How to Reconcile
Bank Reconciliation - Setup Instructions
Note: This area is password-protected and is accessible to UAS Support subscribers only:
BR - Bank Reconciliation - Guidelines for Proper Use.pdf