In this guide, we will show you how to complete Automatic Reconciliation within the Finance Module.
Access: The minimum permissions required to complete Automatic Reconciliation are found in the Finance Module of Config>Setup>Roles & Permissions.
To begin, go to Module>Finance>Routines>Automatic Reconciliation.
Click Import File.
For Manual Import, select Manual Import and click Select File.
Select the saved file location and click Open.
Click Import & Reconcile.
Confirmation of the process will then show on screen.
To Import from FTP, use the steps above selecting the Import from FTP option.