Articles
Bank Reconciliation: Introduction Video (6 mins)
Introduction to Bank Reconciliation 101
In this training, an introduction is given and the overall concepts of bank reconciliation in SGA.
Video Tutorial
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Bank Reconciliation: Chapter 1 - Grid Criteria (11 mins)
Chapter 1 - Grid Criteria This video explains how to display transactions to prepare for the clearing process. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...
Bank Reconciliation: Chapter 2 - Clearing Transactions (10 mins)
Chapter 2 - Clearing Transactions Explains about clearing transactions and checks in the bank rec module. Manually, in bulk, and via import. Video Tutorial Click the play button below for a video tutorial. Your browser does ...
Bank Reconciliation: Chapter 3 - Adjustments (7 mins)
Chapter 3 - Adjustments In this chapter, we will explain miscellaneous adjustments after the clearing process is complete. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 ...
Bank Reconciliation: Chapter 4 - Buttons & Settings (11 mins)
Chapter 4 - Buttons & Settings In this tutorial, we explain the buttons and settings in the bank rec module. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...
Bank Reconciliation: Chapter 5 - First Bank Reconciliation (7 mins)
Chapter 5 - First Bank Reconciliation For first-time users of the bank reconciliation module, there are some specific tasks related to clearing transactions that are shown in this chapter. Video Tutorial Click the play button belo...
Bank Reconciliation - Chapter 6 - In Closing (7 mins)
Chapter 6 - In Closing In closing, we give final thoughts and other screens related to the bank reconciliation. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...