What is bank reconcillation under payment section?

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