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This page explains how to add a custom search to you home screen to review all you bank account reconciliation statuses.

Step-by-step guide

  1. Customise your dashboard and add a custom search Portlet

  2. Select Personalise > Standard Content> Custom Search

  3. Select Set up to configure your Portlet

  4. Add the search Bank Statement Reconciliation Status

  5. Specify your result size

  6. Uncheck Allow Inline Editing

  7. SAVE

Please note that you can customise this search to better suite your requirements

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