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What does "Mark as Reconciled" do?

Marking a transaction as reconciled does NOT push the transaction into your ERP or general ledger system.

To push reconciled transactions into your ERP system:

  1. Go to the "Accounting Menu" and select "Reconcile"
  2. Select which transactions to push to the ERP by clicking the checkbox (multiple transactions can be checked)
  3. Click "Reconcile Selected Transactions" to push the transactions to the ERP or General Ledger system.