Bank Reconciliation Self-guided Tour

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Bank Reconciliation > First Steps > Bank Reconciliation Self-guided Tour

This guide will walk you through the basics of using Bank Reconciliation.  It will use the Sample account that comes with the software and the provided sample data representing bank data and general ledger data. 

 

When finished, you will be ready to create your own account and begin working with your data.

 

Start Treasury Software. After loading, you should see this screen. Click the link circled in red labeled “Bank Reconciliation sample account demo.” (Figure 1)

 

Figure 1 - Welcome Screen
Figure 1 - Welcome Screen

 

You are now on the main Bank Reconciliation page.  (Figure 2) 

 

Figure 2 - Bank Reconciliation main screen
Figure 2 - Bank Reconciliation main screen

 

 

 

 


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