Edit a Bank Reconciliation
Edit your most recent reconciliation draft.
- You must have accounting administrator, bank reconciliation, or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
If you need to edit a reconciliation that isn't the most recent, reopen the most recent reconciliation. Once it's reopened, delete it, and move backwards from there until you reach the reconciliation you want to edit.
You will not lose any data when you delete a reconciliation draft.
- In the top-left corner, click your ministry hub then Accounting. Then click Bank Reconciliation.
- Click
next to the reconciliation draft you want to edit, and select Edit.
- Make any necessary changes, then click Save.