Page Comparison

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NOTE: When you do a payment, you can link these transactions together by including them on one payment. When you do that, they are instantly reconciled together. So, you only need to follow the steps below if you really want to reconcile transactions together before you have a chance to do it in a payment.

Step-by-step guide

1. Open the Business Partner Master Data
2. Drill into the Balance on the top right corner
3. Click the button called "Internal Reconciliation" in the bottom right corner
   1. This opens the Internal Reconciliation window
4. Check the boxes for the transactions you want to reconcile
   1. If the transactions have the same amount, and need to be fully reconciled, you are finished
   2. If the transactions have different amounts, then you just need to click into the amount field on the transaction that is larger and change the amount to equal the other transaction
      1. In other words, you can only reconcile equal amounts together
      2. So if you have an invoice for $100 and a credit for ($50), you will need to change the amount in the invoice row to be $50, so that the ($50) balances the $50
      3. You can easily tell if you are out of balance or in balance by looking at the Amount to Reconcile at the bottom
5. Click OK to post the reconciliation

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