Excluding bank statements

Use this procedure to remove bank statements so that they are excluded from the calculation for percent complete.
  1. Select Incoming Bank Statements.
  2. Open a calendar date to view all of the received statements. The statements are listed by account.
  3. Select the account to exclude from the bank statements that are received for the date.
  4. Select Actions > Exclude Statement For Date or Actions > Exclude Statement For Account.
  5. Provide a comment or reason.
  6. Optionally, accounts that are excluded can be reincluded. Select Actions > Include Statement For Account to change the status.