Installation and setup

To configure Fast Four Bank Reconciliation 

1. Bundle installation
2. Create a folder to store the statement files
3. Set general preferences

4. Customise roles

5. Set up Bank Account Configuration records for every bank account
   
   

   Steps 6 to 8 are optional

6. Set up Multiple Statement Configuration records if you want to import one file for multiple bank accounts

7. Create Custom Matching rules and Payment Difference Reasons
8. Set up direct bank feeds.

Related articles

• Page:
  Roles and permissions
• Page:
  General preferences
• Page:
  Create a folder
• Page:
  Installation and setup