Statement year filters the available reconciliation windows for the selected account. Change it when you need an older statement or a period that is not visible in the current year.
- Confirm the reconciliation account.
- Choose the relevant year in Statement year.
- Select the statement period whose dates match the source document you want to review.
Changing the year changes the selected period
The view resets its period selection when you choose another year. Read the resulting date range before matching activity or entering balances, especially when several statements have similar month and day labels.
If the year contains no periods, the view directs you to the company’s statement files. Do not assume that the account had no transactions; a statement window and bank activity are different records. A period spanning two calendar years can be visible under both years because its date range overlaps them. Use the complete dates in the summary to identify the actual window. When opening a saved link to a period, verify the selected account and year if the page reports that the period is unavailable. The statement’s dates, not a calendar-month assumption, determine the reconciliation scope.
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