Bank Reconcilation
- How do I update a transaction / move it to a different category?
- Overpayment to suppliers
- Date range too large when matching transactions
- Business card transactions are not appearing in the bank matching screen
- How do I record Gift Aid income from HMRC? (claimed within ExpensePlus and auto-accrued)
- How do I refund a donation?
- When can I match multiple transactions?
- Amazon has split my order into multiple payments and now I can't bank match it
- Which bank providers are supported for Open Banking?
- Open Banking connection issue
- Connect your bank accounts to Open Banking
- Reconsent to Open Banking every 90 days
- Are there any additional costs for open banking?
- How do I handle income that isn't part of our accounts?
- How do I reconcile a drawdown from CCLA?
- How do I split a bank transaction?
- How to reconcile a bank transaction that is both income and expenditure
- How do I record income transactions?
- How do I account for a payment that has bounced, been refunded or has been returned?
- How do I split a single donation to multiple income categories?