You will need the Bank Reconciliations permission, plus Full Write Accounting at every active campus, to undo a reconciliation. If your books are split by organization, you need Full Write Accounting at every campus of that organization instead.
Sometimes a completed bank reconciliation needs to be reopened, for example if a transaction was cleared in error, or an amount needs to be corrected after the reconciliation was finished.
Who can reconcile
Bank Reconciliations is a permission that was added in Version 8. When your account upgraded, it was given once to everyone who held Full Read Accounting or Full Write Accounting. If you remove it from someone afterward, it stays removed.
You need Bank Reconciliations plus accounting access at every active campus, or at every campus of the organization when your books are split.
If your account uses one campus and you have no organization limit, the permission plus accounting access is enough.
Warning: Accounting staff who are limited to certain campuses cannot reconcile, or undo a reconciliation, once your account uses more than one campus. To give someone this ability, they need accounting access at every active campus.
Reopening a reconciliation
Go to Accounting > Banking, click the Reconciliations tab, and open the completed reconciliation you want to undo.
Click Actions at the top right of the reconciliation and choose Reopen.
A confirmation window warns that every later reconciliation for that account will be marked invalid and will need to be redone. Type REOPEN in the box to confirm.
Click Confirm.
Tip: Reopening a reconciliation does not delete any transactions. It only removes the reconciled status, so entries can be adjusted and then reconciled again.
Reconciliations cover the whole set of books
The campus selector does not narrow reconciliations. If you have narrowed it, the page shows: "This page always shows every campus. Reconciliations and period closes cover the whole set of books, whatever campuses are selected above."
Reconciliations and organizations
A bank account belongs to the same organization as its register account, and so does each of its reconciliations.
All the accounts on one bank feed must belong to the same organization.
A reconciled entry cannot be moved to another organization. Trying shows: "This entry is reconciled, matched to a bank transaction or printed as a check, so it can't move to another organization."