First Bank Rec Post-Conversion
The conversion process will require a ‘catch-up’ reconciliations for each bank account. Note that you must finish a reconciliation before performing additional reconciliations.
In the first reconciliation post-conversion, you will find transactions:
- From your prior system if they were uncleared.
- From conversion journal entries.
- Transactions entered in ParishSOFT
- May take a little more time than normal to display the list of transactions and clearing or unclearing a transaction if there are a large number of transactions.
You can find/start reconciliations in:
Process → Reconciliations → Bank Reconciliation