How to Deal with Adjustments on the Arthur Bank Reconciliation

Modified on Tue, 26 Mar at 1:08 PM

[embed]https://www.youtube.com/watch?v=uRhZMzSVpas[/embed]

Step 1: Go to Financials > Bank Accounts Step 2: Select 'Start Reconciliation' on the relevant Bank Account Step 3: Any transactions that need minor adjustments like foreign currency fees etc. Select 'Not a Match?' Step 4: Search Transaction > Add in the related transaction Step 5: Select Adjustments > Select a relevant transaction Type > Arthur will auto-adjust the amount Step 6: Click Match

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