Banking

How to upload a bank statement and reconcile your Crunch Account

Bank statement import and reconciliation are quick and easy in Crunch. In order to reconcile the payments or expenses you’ve entered into your Crunch account, you’ll need to match them to the entries on your bank statements. You can do this by uploading a bank statement to the app. Bank reconcilia...

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. 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 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: ...

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 quick add an expense in bank reconciliation

This article is for quickly adding an expense: If you are looking to quick-add a payment, please see here. When you're in the process of reconciling your accounts you can add complete expenses without having to leave the bank reconciliation screen. When you come across a statement entry on the le...

https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete?b_id=6419