Auto Bank Rec tips, tricks, and troubleshooting
Running into an issue? Here are some common troubleshooting issues and some tips and tricks for getting the most from Auto Bank Rec.
Why am I not seeing the Reconcile, Audit Log, or History Per Month tabs?
These tabs only display once you start, resume, or review a reconciliation for a specific account. These options will not be available for accounts that show as not connected.
I can't find the original report for a completed reconciliation I edited.
It's there! The platform doesn't overwrite reports, it saves version histories. When viewing the current report, click the Version History blue text in the upper right of the screen. The drawer that slides out will show the current version. You will need to scroll to see previous versions: