Mark a credit card transaction as reconciled or pending

1. From Treasury, select Reconcile transactions and disbursements.

2. On the View by transaction tab, select the transaction row for the transaction you want to mark as Reconciled or Pending. An action bar appears.

3. On the action bar, when you select Mark reconciled, the Select Reconciliation Date screen appears where you can select the reconciliation date of the transaction and select Save.

The Status column for the transaction reflects a Reconciled status.

4. On the action bar, when you select Mark pending, the Status column changes to reflect a Pending status.