Reconciliation Status Summary

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

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