Tips on how to reconcile invoices with numerous line items.

Step by Step Guide

  1. Navigate to the "My Reconciliations" page
  2. Select the invoice you wish to reconcile
  3. Commence or continue to reconcile the invoice

Video Guide


Q: Do I have to reconcile an invoice in one sitting?
A: No. You can save your progress and come back to it a later stage

Q: Can I automatically OK line items if it reconciles?
A: Yes. You can automatically reconcile line items if they match exactly. You can also set a $ or % tolerance that you will accept to automatically reconcile a line item.