How to Print the Reconciliation Status Report in Sage 300 Bank Services

Steps:

  1. Open Common Services > Bank Services > Bank Transaction Reports > Reconciliation
    Status.
  2. Specify the bank or range of banks to include on the report.
  3. Specify criteria for selecting transactions to include on the report, including:
    • The range of dates to which transactions were posted.
    • The source application (or range of applications) that sent the transactions to Bank Services.
    • Reconciliation statuses for withdrawals. For more information, see “Withdrawal
      Reconciliation Statuses” (page 44).
    • Reconciliation statuses for deposits. For more information, see “Deposit Reconciliation
      Statuses” (page 41).
      • Note: The report includes only withdrawals and deposits with the reconciliation statuses you select.
  4. Select the Print Deposit Details option to include details of individual receipts in a deposit.
  5. Click Print.