Start statement period creates a reconciliation window for the selected recorded account when your current access permits preparation and the account is active. Use the actual account statement as the source for its dates and balances.
- Select the account in Reconciliation and choose Start statement period.
- Enter Statement start date, Statement end date, and Opening statement balance.
- Enter the verified ending balance if known, add useful notes, and submit the period.
Starting is preparation, not completion
A new window begins in progress. You still need to review recorded and statement activity, establish current statement evidence, resolve differences, and complete the reconciliation through its permitted workflow.
A blank ending balance remains unknown rather than being converted to zero. The new period uses posting date when available for activity. Check the saved window after submission to confirm the account, currency, dates, and balances. If the outcome is uncertain, use the retained request recovery instead of starting another period with the same dates. Existing overlapping windows are checked by the server, so inspect current periods before assuming a new one is required. Keep the statement document available for the later evidence review.
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