TBM:Reconciliation

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This option allows you to reconcile cash book with bank.

  • Period - Select the period you want to make bank reconciliation. Transactions which has not been reconciled before the period you selected will display on the table as well for your reference.
  • Up to Which Date - You can set the date up to which you want to make bank reconciliation.
  • Cash Book - Select the cash book you want to reconcile.
  • Statement Balance - Import the deposit balance on the bank reconciliation sheet.
  • You can click the final line or press Enter key to mark a record has been reconciled or cancel it. The records which have been marked will not appear on the list next time.
  • On the left bottom of the table it gives you the search function, it helps you to search records if there are too many records.
  • Print Reconciliation - Print the balance adjust document.

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