Starting Bank Account Reconciliation

Before you start using Continia Statement Intelligence for Bank Account Reconciliation, we recommend closing all the open bank account ledger entries. You can select a bank account and make a suggestion for a specific date. This suggestion helps you to close bank entries up to the date when you start using Statement Intelligence. This way, Statement Intelligence searches and matches the relevant bank entries only.

To close all open bank entries, refer to the To fill in bank reconciliation lines with the Suggest lines action article on Microsoft Learn.