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What do I do if there is an entry on my statement that is not in Crunch?

If you're performing bank reconciliation and notice a statement entry on the left-hand side that isn’t associated with a payment on the right-hand side, you can create a new payment from within the bank reconciliation screen.

Please note: This is not recommended if you need to record Dividends and/or Client Payments. These should be recorded in a two-step process, to ensure they’re logged correctly and accurately. Otherwise, you may find that you need to perform more administration than necessary, and this could have detrimental effects on your company finances. 

If you’re sure that the above doesn’t apply in this scenario, simply click 'New Payment' on the relevant statement entry, on the left:

This method works extremely well for recording expenses, for example, which can sometimes be a faster and smarter way of reconciling and recording certain transactions, since you’re able to create and match the data at the same time.

You’ll then be able to choose the type of payment that this was, whether an outgoing or incoming payment and Crunch will generate the details to match what’s on your statement, including the description and total gross amount. 

You can then click 'Create and match' to reconcile this payment and continue reconciling.

An up to date and reconciled Crunch account will be your reward, no matter which method you use.

Need to match several client payments to one bank statement entry?

Made a mistake during bank reconciliation and need to undo the transactions?

Last Updated: 04 Dec 2019 10:38AM GMT
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