How To Set the Opening Balance for Bank Reconciliation (New Vers.)

Learn how to set the opening balance in Biztory for accurate and smooth bank reconciliation.

1. Click on Opening Balance

2. Edit an account

3. Enter in the balance amount 

4. Click on Save

5. Click on Cashflow and select 'Bank Reconciliation'

6. Set the opening balance date

7. Select the settings button

8. Filter the account you have edited

9. Click on Apply

10. The adjustment will be reflected in your bank reconciliation