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  • Bills (Utilities,¬†telecommunications)
  • Lease repayments
  • Merchant fees
  • Bank fees etc
  • Bank transfers and credit card payments. If you are setting up a bank reconcilation reconciliation rules relating to a Bank Transfer from One Bank Account to Another Bank Accounts Account ENSURE that both bank account statements are actually imported and reconciled otherwise use the Entering a Bank Transfer feature.

It's the 'Search Reference'  that is recognized recognised off your imported bank statement that needs to be accurate in Readysell.

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Once the Bank reconciliations rules have been set up working off your Bank Statement, note that when you import the Bank Statement the first time around for a bank account, it will create the bank deposits/payments based upon the rules and these transactions are left open to be reviewed and finalizedfinalised. If you should need to re import the same bank statement lines please be aware that the same transactions will be recreated unless you have finalized finalised the bank payments/bank deposits that were created from the first import.

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