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Error: "You cannot change the status of this transaction to cleared..."

Created on  | Last modified on 

Description

Error: "You cannot change the status of this transaction to cleared. It is matched with a bank statement entry at a date beyond the current bank reconciliation."  

Cause

  • The transaction (e.g. Jan 11) isn't cleared on the current month of bank rec (e.g. Jan 1 - Jan 31) but cleared and matched on the next month. (e.g. Feb 1 - Feb 28) when using the match transaction

Resolution

Option 1

  • Change the statement end date further (e.g. Jan 31 to Feb 28)
  • The transaction will display as "Cleared(Matched)" on the status column

Option 2

  • Remove the bank from "Connect to Bank Feed" and clear the bank rec manually