How Existing users can transition onto our Bank Reconciliation

Modified on Tue, 26 Mar 2024 at 01:11 PM

For existing Arthur users the transition to our Bank Reconciliation is very easy. Before Setting it up: We recommend that our users complete all charges, payments and balances up to a given date of their choosing to make sure the system is fresh for the new bank reconciliation to begin on that chosen date. Setting it up: Follow these guides the same way. 

Remember: Set the conversion date as the day after the chosen date. Put the balance as it was at the end of the chosen day. Depending on if you would like to...

Post Set-up: Use it straight away.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article