Banking

How to upload a bank statement and reconcile your Crunch Account

Fancy some visual assistance? Watch our handy video for Reconciling your Crunch account, or if you'd like a faster upload we’ve got you covered by a quick clip which you can enlarge by selecting: For step-by-step support, please follow the below: In order to reconcile the income and expenses you’v...

Bank Statement and CSV Upload Guide

Interested in setting up our Open Banking or BankBolt integration? For Barclays, Halifax, HSBC, Lloyds, Natwest & Santander, please see here. For Metro Bank’s automated bank feed, please see here. For Cater Allen’s automated bank feed, please see here. Uploading yo...

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. We've also got a written article if you prefer to read how to upload a bank statement and...

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 integrate your Cater Allen bank account with Crunch

This article will show you how to link your Crunch account to your Cater Allen bank account to securely transfer your statement entries directly from the bank to your account, ready for reconciliation. Linking your account to your Cater Allen bank account in the way described below will never gi...

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 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 an...

How to combine & reconcile more than one payment to a single bank ...

You can combine two or more payments against one statement entry in your Crunch account, providing that the payments add up to the total value of the entry in question. Once the payment has been combined, you can reconcile it. Please note: You cannot combine directors withdrawals for different dire...

What file formats can I upload if I'm using electronic statements...

You can upload files in .CSV format which are available from most of the major UK banks. If you experience problems uploading your CSV file, please refer back to this FAQ as there are solutions here to cover most issues. If after trying the solutions listed here you are still unable to upload your...

How to quickly add an expense in bank reconciliation

In this article, we’ll be explaining how to add an outgoing expense and payment during bank reconciliation. When you're in the process of reconciling your accounts, you can add complete expenses without having to leave the bank reconciliation screen. Generally speaking, this can be a much quicke...

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