In this section, you will learn how to view historical bank reconciliation transactions. This process is crucial for verifying that your bank statements align with your financial records, ensuring that all transactions are accurately accounted for. The procedure is as follows.
- Navigate to Accounts > History > Inquiry and select the Bank Reconciliations option. SapphireOne will display a new screen with a list of past bank reconciliations, with the most recent ones at the top.
- Review the historical bank reconciliation transactions to ensure that all bank statements align with your financial records.
For more detail, visit the Accounts > History > Bank Reconciliation article.