How to reopen a closed reconciliation period

If a bank transaction needs to be edited or deleted after the reconciliation process has occurred, the closed rec period containing the incorrect transaction will need to be reopened. To reopen a closed rec period, navigate to Settings > Administrative > Closed Reconciliations.

Determine the rec period that the incorrect transaction falls under and click the reverse arrow on the right-hand side of the line.

Note: If the incorrect transaction occurs in an older rec period, you will need to reopen the most recent closed rec period one at a time in sequential order.