Below we'll guide you through how to mark and unmark a deposit as reconciled in Tithe.ly Giving.
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How to Mark a Deposit as Reconciled
How to Change the Reconciliation Status of a Deposit Back to Un-Reconciled
How to Mark a Deposit as Reconciled
Video: How to Mark a Deposit as Reconciled
How to:
Select Giving on the left-hand menu.
Select 'Bank Deposits' from the Giving menu.
Find the bank deposit you'd like to view.
Click on the bank deposit to view a summary of the bank deposit.
Click the 'Mark as Done!' button to mark a deposit as reconciled.
When a deposit has been marked as reconciled, it will have a green check mark in place of the 'Mark as Done!' square and the reconciled date on the right.
How to Change the Reconciliation Status of a Deposit Back to Un-Reconciled
Select Giving on the left-hand menu.
Select 'Bank Deposits' from the Giving menu.
Find the bank deposit you'd like to view.
Click on the bank deposit to view a summary of the bank deposit.
Click the green checkmark to change the status of the deposit back to 'un-reconciled'.
That's it! The green checkmark will change back to "Mark as Done!' and this indicates the status has been changed.