Reconciliation Status Summary

Owned by Leonè Friis (Unlicensed)
Last updated: Nov 07, 2022 by Dennis van der Graaf (Unlicensed)
1 min read

This page explains how to add a custom search to your home screen to review your 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