Skip to Main Content
Portail du forum communutaire/Community Forum Portal
Statut Répondu
Créé par AgExpert Support
Créé le 12 fév. 2017

Disqus Agexpert Accounting Questions Archive

Hi - I'm just learning this program and starting to do bank rec's. Are we able to process them monthly, or if you are behind, do you have to do all of them together in one rec?

  • RÉPONSE
    10 fév. 2025

    Hi Kelly!

    Bank reconciliations work best if you work them monthly. You can do larger time periods, but it becomes more difficult to chase down issues. Monthly reconciliations allow you to keep on top of any issues you might find.

    You must always do your reconciliations chronologically. If you break from doing things in order, then you run the risk of a reconciliation that will not work. Even if you fall behind, continue to work on them monthly, in chronological order. It actually goes by quite quickly once you get yourself into a groove!

    I hope this helps!

  • Joindre des fichiers