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Auto Bank Reconciliation new bank account set up

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Written by Antoine Larsen

This is done through the Auto Bank Rec Template:

  1. From the main menu go to Auto Bank Rec Template.

  2. Check if you already have a template if you don't a new one will need to be created.

  3. If you do then you can select COPY.

  4. After you have added the details of the bank account and sort code click SAVE.

Note: If a new template needs setting up please ask a question in the MyAccess Portal Digital Assistant and ask to "Speak to a human" to be put through directly to our support team.

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