20 Minutes to Master Automatic Bank Reconciliation in Sage 100 Accounting
In this video, we'll walk through the steps to create a bank reconciliation statement in Sage 100 Accounting, including importing the bank statement into Excel.
We'll cover:
1. How to prepare the statement in Excel to facilitate import,
2. How to create the bank statement import template and link it to the bank account,
3. How to import the bank statement, and
4. How to perform the bank reconciliation.