Please advise where I can view and potentially edit reconciliation of previous months? And is there a function to lock reconciled months so entries cannot be changed?
Hello @thwcleaning
We do have a recon tool to compare the entries on QuickFile compared to a bank statement. There’s more info on this here: Reconciling your bank
There isn’t a specific way to lock down transactions, but we do offer an account lock, which locks everything on your account to a specific date. Would this be suitable?
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