Forms Used to Set Up Automatic Bank Account Reconciliation

Form Name	Form ID	Navigation	Usage
Work With Auto Reconciliation Rules	W09626A	Automatic Bank Statement Setup (G09214), Automatic Reconciliation Rules Setup	Review reconciliation rules, select an existing rule to revise, or copy or delete an existing rule.
Revise Auto Reconciliation Rules	W09626D	On Work With Auto Reconciliation Rules form, click Add or select an existing rule to revise.	Set up a reconciliation rule.
Work With Auto Reconciliation Groups	W09627A	Automatic Bank Statement Setup (G09214), Automatic Reconciliation Group	Review reconciliation groups, select an existing group to revise, or copy or delete an existing group.
Revise Auto Reconciliation Group	W09627B	On Work With Auto Reconciliation Groups form, click Add or select an existing group to revise.	Set up a reconciliation group.
Work With Auto Bank Statement Account Setup	W09628A	Automatic Bank Statement Setup (G09214), Automatic Bank Statement Account Setup	Review automatic bank statement accounts, select an existing account to revise, or copy or delete an existing account.
Revise Auto Bank Statement Account Setup	W09628B	On the Work With Auto Bank Statement Setup form, click Add or select an existing account to revise.	Set up an automatic bank statement account.