Balance sheet signoffs
If you are connected to Xero or Quickbooks your balance sheet will automatically be pulled into Easy Month End ready for you to upload your reconciliations.
If you sign off on a reconciliation, and the account balance changes, your sign off will be removed by default. This fact will be captured in the audit log.
If you would like your sign offs to remain on your balance sheet even if the account changes, then;
Navigate to Settings --> Account and deselect option Clear reconciliation sign off if account balance changes
If you sign off on a reconciliation, and the account balance changes, your sign off will be removed by default. This fact will be captured in the audit log.
If you would like your sign offs to remain on your balance sheet even if the account changes, then;
Navigate to Settings --> Account and deselect option Clear reconciliation sign off if account balance changes
Updated on: 06/07/2024
Thank you!