Bank

Guidance:

If the client uses accounting software such as Xero, Sage etc. then it is appropriate to simply use the Bank Reconciliation Summary in Silverfin - as the full bank reconciliation should have already been prepared in the source software.  The full Bank Reconciliation only requires to be used in Silverfin when it is a manually prepared bookkeeping client.

Step-by-Step:

The help guide from Silverfin on how to use both templates is here