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Bank Reconciliation set as all Practices rather than one specific Practice

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Written by Antoine Larsen
Updated over 3 months ago

The Bank Reconciliations that are not showing might be set up as all Practices instead of against one Practice, you can check this by following the below:

  1. From the Main Menu go into the Bank Reconciliation.

  2. Select at the top where the Practice is select All.

  3. This should then shows all the banks required.

If they are still not showing then check in the below areas to see if the bank is closed:

  1. From the Main Menu go into Accounts Administration.

  2. Select the tab Short Codes.

  3. Find the Bank account Short Codes and check they are not ticked as closed.

  4. Check all Practices by changing the Practice at the top.

  5. Go into Nominal Maintenance and find the bank nominal.

  6. Highlight the nominal.

  7. Check the nominal isn't ticked as closed.

  8. Also select the Access tab at the top to check the user that is logging into Proclaim can view and post to the nominals.

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