How to Reverse a Bank Reconciliation in SFM

Reversing a Bank Reconciliation in SFM

1. Click on the Bank Reconciliation drop-down menu.
   
2. Select Archive.
   
   
   
   
3. Select the bank reconciliation you wish to reverse.
   
4. Press the Reverse button or (CTRL+R).
   
   
   
   
5. Click Yes on the Confirm Reversal pop-up.
   
6. A final pop-up will inform you that the 'Bank reconciliation reversed successfully.'

The system only allows you to reverse bank reconciliations on a particular account from latest to oldest first.

Reversal Error

While performing the reversal, you may be greeted with an error stating that there are still tagged records in the current reconciliation.

1. To solve this, go to Current year > Bank Reconciliation.
   
2. Select the account.
   
3. Untag all the records to date.
   

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