| User Roles |  Admin |  Staff contributor | ✗ External contributor | ✗ Pulse user |
This article explains what the Opening Balance Check template is for and how to use it correctly. You will learn when this template applies and in which situations you should not use it.
What is the 'Checking opening balance' template for?
- This template was developed to verify the opening balance when working with an audit file.
- You use this template to verify that the imported opening balance has been read in correctly and matches the data provided.
How do I use this reconciliation?
In this instructional video (NL), we provide more information about the purpose and use of the Checking opening balance template.
Important:
- This template is intended exclusively for use with audit files.
- Are you using an active synchronisation (sync)? Then you should not use this template and can safely unstar it.
- With an active sync, the opening balance is managed automatically via the connection, so a separate check using this template does not apply.