Tools/Settings
The Tools/Settings section of Finance contains utilities to manage your fiscal years, the bank account reconciliation utility, various clean up utilities.
- Finance Tools/Settings
- Changing the Finance Year from a Calendar Year to a Fiscal Year
- Close Finance Year
- Reopen Finance Year
- Bank Statement Reconciliation
- Reopen the Last Reconciliation
- Reprint a Reconciliation Report
- Charge Statement Reconciliation
- Reopen Charge Statement Reconciliation
- Reprint a Charge Statement Reconciliation
- Clean up your Finance Data
- Combine Transactions for Two Vendors
- Recalculate Beginning Balances
- Rollback Credit Card Import