Modification of crossover keys

Step 1. To modify an already created reconciliation, go to the left sidebar in the Reconciliations section. Once there, place the mouse over the created reconciliation and click on the View rules button.

Step 2. Click on Configure crossover.

Step 3. A screen will be displayed where you can view the previously created reconciliation rules. Select or drag the columns you want to consider. Once the modification is complete, click on Next.

Pro Tips: Transactions already reconciled will not change their status, the new rules apply only to future transactions and to those that were not reconciled under the previous rules.