Amilia

Missed this Support Spotlight or want to revisit what we talked about? Look no further! Scroll down to find the webinar recording with video timestamps to the list of topics we covered so you can jump to the part you are looking for:

What do all the different symbols mean? (4:33)

How to see what is reconciled together? (8:15)

How to reconcile - automatically and manually (9:24)

- What is reconciliation? (1:58)
- What do all the different symbols mean? (4:33)
- How to see what is reconciled together? (8:15)
- How to reconcile - automatically and manually (9:24)
- How to delete a reconciliation (11:29)
- List of unreconciled items (12:10)
- Let's practice! (12:47)
- FAQs (17:46)

<a href="https://intercom.help/amilia/en/articles/5877162-reconciliation-in-smartrec" rel="nofollow noopener noreferrer" target="_blank">Reconciliation in SmartRec</a>

<a href="https://intercom.help/amilia/en/articles/3433948-enter-payments-and-deposits-in-a-client-s-account" rel="nofollow noopener noreferrer" target="_blank">Enter Payments and Deposits in a Client's Account</a>

<a href="https://intercom.help/amilia/en/articles/5167092-post-webinar-roundup-online-banking-reconciliation-and-amilia-payment-04-21-2021" rel="nofollow noopener noreferrer" target="_blank">Post-webinar roundup: Online Banking Reconciliation and Amilia Payment (04.21.2021)</a>

The webinar recording is now available along with a roundup of content related to our spotlight on reconciliation in a client’s account.

Post-webinar roundup: Support Spotlight on Reconciliation in a Client’s Account (01.27.2021)

Visit our Updates page

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