Rebalance the Reconciliation after Merging Accounts

Rebalance the Reconciliation after Merging Accounts

If you merge bank accounts in FraudFindr, you will have to edit the "Statement Details" to account for the newly merged datasets, as the scope of the account has broadened. Therefore, you will manually have to add the beginning and ending statement dates and balances to cover the full period.

Once the accounts are merged into one, navigate to the "edit Statement Details" button in the Reconciliation tab. Based on the previous statement details, add the statement period and balances for the newly merged statements.
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