Banking

Can I combine payments in bank reconciliation?

Payments can be combined to match one statement entry, so long as the total matches the total on the statement entry on your CSV and the payments are of the same type. NOTE: You cannot combine directors withdrawals for different directors. For example, you can combine two director withdrawals fo...

How to unreconcile your bank account

If you’ve made a mistake with reconciliation, or there’s an error on the statement you’ve uploaded, you may find yourself needing to unreconcile your bank account. You can do this by going to the banking tab and making sure you’re on the dashboard. Click on the expand button relating to the bank a...

Why can't I reconcile a dividend / salary / invoice? Why are my s...

Bank reconciliation is only concerned with events that will show up on your bank statement. The recording of a salary or dividend is not an event that will show up on your bank statement because no money has left the company bank account. Recording a salary or dividend simply increases the amount i...

In bank reconciliation, why does the app only adjust the GBP amount of...

When you record a client payment in a foreign currency, we will estimate the GBP amount using the exchange rate for that day, as set by the European Central Bank. This may differ from the exchange rate used by your bank, resulting in a difference between the GBP amount on your bank statement and th...

Statement entries can't be imported because they're before t...

The Problem There are two reasons for seeing this message when attempting to upload a bank statement CSV. The first reason could be that you are trying to upload a bank statement dated inside a closed financial year. That is to say that at least one entry on your statement is dated in a perio...

How to add a new bank account

To add a new bank account to the Crunch app, first navigate to the Banking dashboard and select the New Bank Account button in the top right of the bank accounts section: This will open the new bank account form where you can add company bank accounts to your Crunch account. The form requires...

How to pay money into your company

You may wish to put your personal funds into the company. This will be considered a loan. Provided there is enough money, you can then repay this 'loan' to yourself at a later date. Whether it's a balance transfer from your personal account to a company account, a cheque, or paying in cash, you sho...

How to add bank charges to Crunch

Add your bank as a new supplier under Suppliers and then add cost as an expense under Bank charges.

How to view and delete earlier bank statements / How to delete unrecon...

Click on the "Statement uploads" button on the "Banking" dashboard. Select the relevant statement, then choose "Options" and then "Delete". If the "Delete" option is greyed out you will need to un-reconcile the bank statement before deleting it. See how to do this here.

How to add a new company loan

Please note that you should only enter company loans, not personal loans. If a director lends money to the company it should be recorded as a "Bank Deposit" of "Director's Money". To add a company loan, navigate to the banking dashboard and select the New company loan button to the right of the s...

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