Reconciling credit card statements

After you get your bank statement, you reconcile the statement’s payments and charges against what you have entered in Sage 100 Contractor.

To reconcile a credit card statement:

1 Open 4-7-5 Reconcile Credit Card Statements.
2 Select a Card Issuer Account, and then click Display.
3 Select a row, and then do any of the following:
a Click Verify.
b Click Go to Transaction to view a transaction or to open a verified transaction.
c Click Add Transaction to add a missing transaction. This opens 4-7-3 Enter Credit Card Receipts. When you save the record, the new transaction is added to the reconciliation.

Links to more information . . .

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.