Below we'll guide you through how to mark and unmark a deposit as reconciled in Tithely Giving.
User Permissions needed to access Giving
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.
How to Mark a Deposit as Reconciled
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Select Giving on the left-hand menu.
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Select Bank Deposits from the Giving menu.
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Find the bank deposit you'd like to view.
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Click on the bank deposit to view a summary of the bank deposit.
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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
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Select Giving on the left-hand menu.
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Select Bank Deposits from the Giving menu.
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Find the bank deposit you'd like to view.
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Click on the bank deposit to view a summary of the bank deposit.
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Click the green check mark to change the status of the deposit back to 'un-reconciled'.
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That's it! The green check mark will change back to "Mark as Done!' and this shows the status has been changed.