Where to find it: Administration → Payments → Reconcile.
Transfers made by families reach the bank with all sorts of descriptions. Reconciliation reads the statement and proposes which charge each credit belongs to by amount, name or reference; you confirm.
How to do it
Export the statement from online banking as CSV and upload it.
Review the proposals: green (sure match), amber (check) or unmatched.
Confirm in bulk; payments are created, receipts issued and movements marked as reconciled with the bank reference.
Credits that are not fees (grant, sponsorship) can be recorded directly in the income and expense book.
Keep in mind
The more you ask families to write the athlete’s name in the description, the better it matches.
Online payments already arrive reconciled.
Frequently asked questions
My bank does not export CSV
Almost all allow Excel or CSV; if only PDF is available, record payments by hand.