Daily Bank and Cash Banking Best Practices in Navigator

Modified on Sat, 9 Aug at 9:08 AM

Purpose
Daily reconciliation of bank and cash accounts keeps control accounts accurate and reduces workload at month-end.

Why This Matters

  • Reduces reconciliation delays

  • Helps spot errors or missing postings quickly

  • Keeps cash and bank balances correct

Best Practices

  • Reconcile all cash banking nominal codes (..60.0) daily

  • Post journals to clear balances to the bank

  • Use Nominal Linking to match receipts with daily journals

  • Perform daily bank reconciliation to avoid a month-end backlog

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