Hi When I imported one transaction to see how reconciliation works, i got the below error. It says 1 updated but It does not reconcile that transaction, please could someone throw some light ?
Hi When I imported one transaction to see how reconciliation works, i got the below error. It says 1 updated but It does not reconcile that transaction, please could someone throw some light ?
Use the bank module's Import OFX Statements, or Reconcile E-Statements functions
Use the bank module's Import OFX Statements, or Reconcile E-Statements functions
Hi,
Can I convert a CSV file to an OFX file and import into Sage. I was thinking of exporting a csv file from bank and then matching that to our Sage entries and then converting that CSV to an OFX file and then importing it. will this work ? Have you done this before ?
Google it, there are freeware apps that can do it.
ok sure, I will try it.
Could you please tell me what column or columns Sage is using to match transactions when we import bank statements for reconciliation ?
Why are these transactions not automatically clearing ?
I don't know
Are you receiving any error messages?
Or just not able to mark the transaction as cleared?
I am not receiving any errors, but it should mark the transactions as cleared right ? I am surprised that is not doing that.
*Community Hub is the new name for Sage City