Bank Reconciliation
Learn how to add and reconcile your bank accounts.
6 articles
Import bank transactions via CSV fileHow to import bank transactions to VRTrust for monthly reconciliation
Bank reconciliation for Auto-Posted DepositsHow to Reconcile Auto-Posted Deposits During Bank Reconciliation
Editing Your Bank Information for VR TrustThis SOP outlines the steps to edit your bank information in the system, ensuring accurate processing of deposits from various merchant processors.
Sort unmatched bank records
Use search to match bank transactions
Accept all matches, non-reservation tags, bulk actions, and export transactionsBank Reconciliation features to help you review, match, and reconcile transactions faster
