Troubleshooting: Managing Bank Account Activity

BankReconciliationGuide > Bank Reconciliation > Managing Bank Account Activity > Troubleshooting: Managing Bank Account Activity

At times, problems or errors can occur that are simple to fix without contacting Customer Support. Here, we indicate some common problems and ways to correct them. If you do not find what you are looking for in this topic, refer to the help options in the Denali Help topic and/or check the Documentation section of our Customer Service Center before you contact Customer Support. If you would like to offer suggestions for additions to our Troubleshooting topic, please email us at documentation@cougarmtn.com.

To Fix This:	Try This:
I wasn’t able to enter bank activity that took place last week. Is there any way to resolve this?	You can change the default activity date to another date in your fiscal calendar. See Changing the Default Activity Date for more information.
I have bank activity that is the same every month. Is there any way to expedite this process so that I don’t have to enter the same information?	Use the recurring bank activity option. See Enter Recurring Account Activity for more information.

Published date: 05/21/2021