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Level 1

How do I change an ending date on a previously reconciled report

I accidentally put an incorrect ending date on a credit card statement and reconciled.  I need to go back and change the date.  Can I edit a previously reconciled statement without doing some major contortions?  What's the easiest way to do this?  Thanks!

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Level 15

How do I change an ending date on a previously reconciled report

No, get ready for major contortions

you have to undo the recon, then redo it with the correct date

 

Only the accountant log in has access to a tool to undo a recon, so either have them do it, or invite yourself (different email) as the accountant log in, and use the tool

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