PSA L&P - Credit Cards: How to reopen a credit card reconciliation

How to reopen a Credit Card Reconciliation

If you are under an organization that manages your Accounting Options, such as a diocese, you must contact them and ask them to reopen the credit card reconciliation:: (Note: Support is not authorized)

If you are an independent organization, you must ask your Church Administrator to contact Support via email and request that Support do the following:

  1. Re-open your Credit Card Reconciliation. You must include the name of the Credit Card Reconciliation and the date of the Credit Card Reconciliation to be re-opened.
  2. Keep in mind, if the Credit Card Reconciliation in question is from a prior accounting period, you will also want to request that they re-open the accounting month for which the Credit Card Reconciliation is dated.
  3. You will need to reconcile/close each Credit Card Reconciliation and/or month that is opened. 



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