Confirm
Review and reconcile loaded statements to verify account periods are complete before analysis begins
Reconcile
- Deleting Statements, Files, and Accounts: What Happens Downstream
- Assigning Account Periods
- Fixing a Wrong Account Assignment
- Resolving a Date Overlap Error on a Statement
- Diagnosing and Fixing Date Gaps in an Account
- Statement Periods with No Activity
- Statements Containing More Than One Account
- Bank Statement Troubleshooting and Reconciling Periods
- Transactions Imported with the Wrong Sign or Direction