> For the complete documentation index, see [llms.txt](https://info.edusuite.asia/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://info.edusuite.asia/product-guide-uni/admin-home/finance/reconciliation.md).
# Reconciliation
The **Reconciliation** feature allows you to **manage your school's bank accounts** and track their transactions efficiently.
## Access and Navigation
The **Reconciliation** page is located under **Finance**.
Check the privilege assigned to your user account or role if you cannot view a link from the list.
{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen
{% endhint %}
## Manage Bank Accounts
### Add a Bank Account
* Click the **three-dot menu** at the top of the **"Accounts"** section
* Select **+ Add Bank Account** from the dropdown menu
* Fill in the required details in the pop-up form
* Click **Add Bank Account t**o save the account
### Edit Account Information
* Locate the bank account you want to edit
* Click the **three-dot menu** next to it and select **"Edit Info"**
* Make the necessary changes
* Click **Save** to apply the updates
## Record Transactions
### Record a Debit Transaction
* Select the bank account where the debit transaction will be recorded
* Click the **three-dot menu** next to the account and select **"Debit"**
* Enter the amount to be debited in the pop-up form
* Click **Debit Amount** to confirm
### Record a Credit Transaction
* Select the bank account where the credit transaction will be recorded
* Click the **three-dot menu** next to the account and select **"Credit"**
* Enter the amount to be credited in the pop-up form
* Click **Credit Amount** to confirm
### Transfer Amounts Between Bank Accounts
{% hint style="warning" %}
This requires at least **two bank accounts** recorded in the system.
{% endhint %}
* Select the **bank account** from which the amount will be transferred
* Click the **three-dot menu** and select **"Transfer"**
* Enter the **amount to be transferred** and choose the **destination account**
* Click **Transfer Amount** to complete the transaction
## View and Manage Transactions
### View Transactions
* Select the **bank account** you want to review
* Click the **View Transactions** button
* A list of all transactions recorded for that account will be displayed
### Filter Transactions
* While viewing transactions, click the **Filter** button in the upper-right corner
* In the pop-up form, choose the **transaction types** you want to filter
* Click **Filter Transactions** to apply the filters
### Verify Transactions
* Transactions can be marked as **verified or unverified**
* To change the status, select a transaction and click the **gray check icon** on the leftmost side of the row
### Group Transactions
* Select multiple transactions by ticking their checkboxes
* Right-click the selected transactions and choose **Group**
* To view all grouped transactions, click the **Group Transactions** tab
