How do I find cleared items in Bank Reconciliation Manager
How do I find cleared items in Bank Reconciliation Manager?Â
Site could be moving from Bank Reconciliation Classic to Bank Reconciliation ManagerÂ
Bank Reconciliation ManagerÂ
Cleared items are items that have been matched and therefore assigned a clear date. In Bank Reconciliation Manager, cleared items will only show under the Munis Transactions option.Â
Navigate to Bank Reconciliation Manager - Financials > Cash Management > Bank Reconciliation > Bank Reconciliation Manager
Munis Transactions
Select option corresponding to what your are looking for: Check Register, Deposits, or Journals
Enter search criteria, the Status filter can be set to Cleared, or Matched depending on the items you are looking for
Execute
The reconcile screen in Bank Reconciliation manager only shows outstanding items, which is different from Bank Reconciliation Classic. In Classic, you can see both Cleared and Outstanding items on the Reconciliation record.Â