Banking

Bank Statement and CSV Upload Guide

Adding your bank statements to reconcile your transactions is a vital part of keeping good accounting records. Once the statement is uploaded you can reconcile to ensure the accuracy of your accounts and to allow you to pay yourself with confidence knowing that you're taking the right amounts. Mos...

Watch our bank reconciliation guide here

Are you trying to get to grips with your bank reconciliation? Simply watch our handy video guide! Get the lowdown on importing your statements, matching your transactions, and what to do if anything goes wrong.

I've made a mistake in my bank reconciliation, can I undo it?

You can undo anything you've reconciled, as long as your year's accounts for the date you need to unreconcile haven't yet been closed by your accountant. To unreconcile your account, please follow this guide

How to upload a bank statement

Bank reconciliation is very quick and easy. In order to reconcile the payments you have entered, you will need to match them to the entries on your bank statements. You can do this by uploading a statement to the app. Firstly, you will need to upload a statement, so navigate to the Banking tab ...

Bank reconciliation

Bank reconciliation is the process of checking your bank account statements against your accounting records to make sure that transactions have been recorded correctly. You need to do this to ensure that your accounting records are accurate. This process has to be fully completed before our accou...

What is bank reconciliation and why do I need to do it?

Bank reconciliation is the process of checking your bank account statements against your accounting records to make sure that transactions have been recorded correctly. You need to do this to ensure that your accounting records are accurate. You will need to perform bank reconciliation before our ac...

How to integrate your Cater Allen bank account with Crunch

Cater Allen is used by a large proportion of our clients and as such is our first foray into connecting with the UK's financial institutions. The connection provides an effortless and, most importantly, secure way of transferring your statement entries directly from the bank to your account, ready f...

What do I need to start reconciling my accounts?

If you have already had Year End accounts done: Before you can start bank reconciliation, the opening balances from your previous accounting year need to be set. These figures will either come from: Yourself or your previous accountant who prepared your Year End accounts Us, if you h...

What do I do if there is an entry on my statement that is not in the a...

If you're performing bank reconciliation and notice that there is a statement entry on the left hand side that is not associated with any payment on the right hand side, you can create a new payment within the reconciliation screen. Simply click 'New Payment' on the relevant statement entry. ...

How to reconcile more than one payment to a single bank statement entr...

Providing that the payments add up to the total value of the statement entry, you can combine two or more payments against one statement entry, enabling you to match the new 'merged' payment with the statement entry and then reconcile. During reconciliation: ...

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