For a quick summary of your the last completed reconciliations, go to the Reports > All reports > Banking reports section and click Banking reconciliation. The Bank Reconciliation Reports lists the completed reconciliations you've completed.

Note that only completed bank recs appear in this report, but this may help you to work out if there's saved bank recs you need to complete.

Go to the Banking menu > Bank reconciliation and select each account you reconcile.

Check if there is a Last completed reconciliation date and click Show reconciled to see if there are ticked transactions indicating a saved bank rec.

Check Transaction processing to see how many transactions remain to be allocated and reconciled.

1. Go to partner.myob.com and click Transaction processing in the top menu bar.
2. Check the coding status of the business to be upgraded. Note the following about the coding indicators:

• • Black - This indicates there are transactions that have not yet been coded in this calendar month for all or some of your client's bank or credit card accounts. We recommend that you code these transactions to get them ready for reconciliation.
    

  • Green - This indicates that you have coded all of the bank and credit card transactions but not all of the bank or credit card account transactions have been reconciled yet for that calendar month. We recommend that your client completes as much of their bank reconciliation as possible prior to migration in line with your established processes and agreements with your client.

• • Blue - All transactions have been reconciled for your client's bank and credit card accounts for that calendar month.

If your client has a saved reconciliation, advise them to complete as much of it as they can before the upgrade - see Complete your reconciliation.