View a Completed Reconciliation

View the details of a completed reconciliation.

1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Reconciliations” tab.
3. In the “RECONCILIATIONS” window that opens, locate the completed reconciliation in the list.
4. In the “Actions” column, open the three-dots menu and choose “View Reconciliation.”
• To view only payments, click on the “Payments” button above the list of transactions. To view only deposits, click on the “Deposits” button. To view all transactions, click on the “All” button.
• To exit the reconciliation window, click on the “Back to all reconciliations” link below the account name and statement ending date.