To Set Up the E Reconciliation Options

 

You can use the Options window to specify how you want the match facility in the E Reconcile routine to work.

1.   From the Bank window click E Reconcile.

2.   From the menubar, click Tools

3.   From the drop-down menu, select Options.

The Options window appears.

4.   Select the matching option you require.

5.   Click OK.

The selected options are applied to the E Reconcile option.

You can select one of the following matching options:

Match each Bank transaction to transactions in the Sage list

Match each Sage transaction to transactions in the Bank list

Automatically confirm Manual Matches

Your next step...

To Automatically Reconcile your Bank Statement using the E Reconcile Option

Related Topic

To Manually Reconcile your Bank Statement using the E Reconcile Option

To Make Bank Payments using the E Payments Option

To Configure your Electronic Banking Facility

The Bank Accounts Window