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[Closed] Can I switch off the Allow Reconciliation for my Main Account?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 154
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Can I switch off the Allow Reconciliation for my Main Account?

We strongly recommend that your Main Account is set to "Allow Reconciliations". This is a key way to control your bank account balances and we would always recommend performing regular reconciliations.

However, it is not mandatory to perform a Bank Rec and some organisations may use a cash account as their Main Account. All Reports (except Rec. Reports) and reported balances show “Account” (system) values - ie. those entered/imported in Clubtreasurer.

If you importing your bank statements you can set a flag in the Draft Import page to bring the lines in as reconciled transactions. 

This topic was modified 2 years ago 2 times by Admin

   
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