Bank Rec Leading Practices: Automating Your Reconciliation

Are you tired of the tedious reconciliation process involved with reconciling your bank accounts and credit card expenses? Watch this recording to learn more about the power of Intacct’s bank/credit card feeds, and the leading practices surrounding this automated process.

Learning objectives: At the end of this session, you will be able to:

• Explain rules and rule sets to effectively use bank feeds
• Identify how to streamline reconciliations and creation rules
• Identify how to troubleshoot bank feed connection issues with your bank