Client payments missing on bank rec

mrstcoaching

I can’t understand why the Crunch app hasn’t picked up some client payments. It seems to have missed out 2 payments. I reset the permission for Crunch to speak to my bank, but what can I do about the client payments that aren’t showing up?

Katie

Hi mrstcoaching,

I’m sorry to hear you’re having trouble with missing statement entries.

The quickest and easiest fix will be to create a CSV for each missing payment and upload this manually. The file should be formatted as: Date | Reference | Money In | Money Out

You’ll need to disable Open Banking to upload the statement, but it can be re-authorised again straight after.

Hope this helps.
Katie

mrstcoaching

That’s great - thank you.
Helen

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