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KBeta
Level 1

Accountant Access Issues

Our organization needs to undo a previous reconciliation and according to the information online you need to have accountant access to do this.  We invited a member of the board to have accountant access but they are unable to see previous reconciliations and other reports.  The only information they see is the current balance of our account.  Why is this information not visible to the accountant even though the bank account is connected? We cannot undo the reconciliation if it's not accessible.  Is there an easier way to undo a reconciliation?   Thank you for your help!

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