Bank reconciliation in Swipe involves matching your bank transactions with your internal records to ensure accuracy. Here’s how you can handle bank reconciliation:
- Go to Bank Reconciliation to access the tool.
- Upload your bank statement by going to Payments > Bank Reconciliation > Import Statement > Upload Statement.
- To delete a bank reconciliation statement, navigate to Payments > Bank Reconciliation > Click the Delete icon.
- To unlink bank statements, visit Payment > Bank Reconciliation > Edit > Linked Statements > Unlink selected records.
This helps in maintaining accurate financial records and identifying any discrepancies between your books and bank transactions