Table of Contents
Introduction
Made a mistake in a reconciliation and want to start over? Follow the steps below to reverse the reconciliation and make the transactions available and reconcilable again.
The Steps
Go to Nominal > Reconciliations.
Click on the Reconciliations tab.
Select the reconciled record to be reversed in the grid.
Click on the the double-arrowed ↔️ Reverse button at the top left of the grid.
A confirmation message will show asking if you are sure you want to reverse the selected reconciliation record. Select Reverse to proceed.
The Result
In Nominal > Reconciliations > Reconciliations tab, the original reconciliation record is now tagged with a Reversed red label under the 'Status' column.
In Nominal > Reconciliations > Reconciliation History tab, the transactions previously reconciled and then reversed will now show as not reconciled.
🤔 Remember to switch the Show Reversed toggle on in both tabs, otherwise you won't be able to see the reversed reconciliations and the relevant transactions.
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