Copy an Auto Check Reconciliation Check Setting

 

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The Auto Check Reconciliation Wizard displays several pages with questions and options that aid you in quickly copying a check setting. Additionally, you can use the wizard to create a new check setting or modify an existing setting.

 

To copy an Auto Check Reconciliation check setting

  1. Select Bank Reconciliation Main menu > Auto Check Reconciliation.

  1. To create a check setting based on another setting, select the check setting you want to copy and click the Copy Setting button. The Copy Auto Check Reconciliation Wizard launches. Proceed through the wizard pages to create the check setting.

  2. The existing check setting name will default in the Define Check Setting Name wizard page and must be modified.

  3. Click Finish.

You have copied an Auto Check Reconciliation check setting.

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