• Manual linking in bank reconciliation

  What is bank reconciliation? Bank reconciliation links bank transactions with invoices and expenses in haddock. It helps you confirm payments, spot amount differences, and see which invoices are paid. Who can access Banks The Banks module is available only to users who are owner or administrator and have reconciliation page access (view-conciliations-page). Banks layout Open Banks in the side menu. There is no separate Reconciliation tab. TransactSome readers

• How to connect or reconnect a bank account

  Connect a bank account in Banks so haddock can import movements for reconciliation and treasury views. Who can connect a bank Only the restaurant owner or an administrator with reconciliation page access can open Banks and manage connections. Connect an account Open Banks in the side menu. Go to Settings. In Bank connection, click Add new bank account. Search for your institution and click Connect. Complete the read-only authorizationFew readers