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Unreconcile

Auto-Reconcile

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The district must first create an initialization file in Utilities/Automatic Payment Reconciliation option,  that will define all the data that is to be extracted and placed on the sequential file to be sent to the bank. This initialization file will also define all data that is returned from the bank to be reconciled by the district.

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 Sample Automatic Payment Reconciliation setup

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Example of CSV file

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Payment Reconcile Extract

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Extract Reconciliation File setup

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Payment Reconciliatin Extraction Report


Report Creation

To create a report from the Grid, please click on the Report documentation link to find the How to Steps: Report

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