Viewing Prior Reconciliations

The Prior Reconciliations tab contains a list of prior period reconciliations for the same account. These reconciliations may be opened for viewing, but no changes can be made.

Information contained in account reconciliations for prior months can be useful for preparing the current month reconciliation. For example, an invoice for rent expense in the Prepaid Expense account reconciliation for January might help explain the balance in Prepaid Expense for the current month, February. The Prior Reconciliations tab displays a list of reconciliations from prior periods.

To view prior reconciliations:

  1. Open a reconciliation.
  2. Select the Prior Reconciliations tab.
  3. Select a reconciliation.
  4. Select Actions, and then Open.