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What report will help find why my Sage balance is different than bank balance? I must have a duplicate or missed transaction. I have matched up all transactions. However, RBC issued me a new credit card. I had to disconnect my bank service and reconnect…

Our yearly Insurance for our fiscal year October 1, 2023 to Sept 30, 2024 is a total of $4000.00, that is paid in 3 instalments ($1333.33) on Oct 1, Nov 1, and (1333.34) Dec 3. In previous years, our old accountant (now retired) had set up a reoccurring…

Hi, I have a few cases with the same problem: a duplicated transaction, not checked for neither cleared no reconciled status, impossible to deleted from the activity log! It is a transaction from October 2022, whereas everything has been reconciled until…

Hi everyone, Hope y'all are doing well. I have recently taken on a new client as their bookkeeper and I have noticed that their bank reconciliation was not done through Sage. While there is a hand-made bank reconciliation from last year-end, I am looking…