Toolbar of Bank Statement Reconciliation

Use the toolbar options to create and display bank statement reconciliations and to save your work.

Contents

Field Description
Save Click this option to save your entries on the form.
New Click this option to start the reconciliation process for a newly received bank statement.
Open Click this option to open a bank statement reconciliation that has already been saved.
Print Click this option to generate the Bank Reconciliation report for the currently displayed reconciliation.
Close Utility Click this option to mark the reconciliations as closed for multiple statements.

The main purpose of this option is to provide an easy way to close all of your old reconciliations the first time that you upgrade to a version of Vision that offers the option to close reconciliations. After that, you can close them one at a time using the Closed check box on the Main tab.

Help Click this option to display help topics for the Bank Statement Reconciliation form.