Bank Reconciliation

Bank reconciliation ensures your books match your actual bank balance. Match each bank transaction to the corresponding entry in Invo.

How to reconcile

1. 1

   Open Reconciliation

   Go to Accounting → Reconciliation.

2. 2

   Select your bank account

   Choose the account you're reconciling.

3. 3

   Match transactions

   Compare your bank statement line by line. Mark matching entries as cleared.

4. 4

   Resolve differences

   If balances don't match, look for missing entries, duplicates, or timing differences (outstanding cheques, pending deposits).