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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Summary tab contains three main sections of information. The first section contains information as it appears on the bank statement that is being reconciled. The other two sections provide a summary of the reconciliation.

When the reconciliation is complete and you advance to the next period, the application automatically updates this summary information and saves a copy of the Bank Reconciliation Worksheet for future reference. The application can store up to 12 prior worksheets.

Return to Bank Reconciliation Overview

Bank Reconciliation > Summary tab

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