Articles on: Reconciliations

Update your balance sheet (Excel Upload)

If you are importing your balance sheet for reconciling into Easy Month End, you can do multiple imports of your balance sheet. This may be useful if there are late changes, last minute journals, or you want to be reconciling as soon as possible.

To upload a new balance sheet

Select the Options (three dots) button and then Update Balance Sheet

You will be redirected to the familiar upload screen, where you can upload your updated balance sheet.

Uploading a new file will update the existing Balance Sheet. If any GL account balances change, sign-offs for that account will be automatically removed. If the account balance is the same as the previous upload, then nothing will change and all sign offs and evidence will remain unchanged.

Updated on: 06/07/2024

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