Before reopening a bank reconciliation, ensure that a data backup has been created and that no one else is accessing the bank reconciliation.
How to do a back up : Back Up
To reopen the BANK RECONCILIATION :
Steps :
1. Access Menu > Setup Tools > Utilities> Tool Box.
Tool Box menu path :
If you do not click the "Yes" button , message will pop up and following warning will show:
2. Access Ledger Routines > Bank Reconciliation.
3. Select the bank ledger from the dropdown menu.
4.To reopen a bank reconciliation, first, delete the current open bank reconciliation by checking the box next to the relevant period and clicking "Delete Checked Bank Rec Periods." If the period you want to reopen is from a while ago, you'll also need to delete the closed bank reconciliations above it
Example :
> Your current open bank reconciliation is for March 2024, but you want to reopen the February 2024 reconciliation.
To do this, you must delete the March 2024 first, then proceed to reopen the February 2024 reconciliation.
> After deleting the open reconciliation (and any closed reconciliations above the one you want to reopen), the option to reopen the bank reconciliation becomes available. Simply select the reconciliation you wish to reopen and click the "Re-open Period" button.
