How Do I Search, Sort, and View My List of Reconciliations?

How Do I Search, Sort, and View My List of Reconciliations?

Click on the Financials tab, then the Reconciliations tab, to view the main "RECONCILIATIONS" window. This window provides options to search, sort, and view your overall reconciliation data.

1. Type your search term into the Search Reconciliations box to find a specific reconciliation statement or payment account.
2. Click Search to run the search.

• Click a column name, or the pair of arrows to the left of the column name, to sort the list by that category.
• By default, records sort in ascending order. Click the pair of arrows again to switch to descending order.

Click anywhere within a reconciliation's row to open its details screen.