How to check for unreconciled payments in EvolveGo

If you encounter an error while attempting to close a matter in EvolveGo, indicating "Matter xxxx has 1 unreconciled payment(s) and thus cannot be closed," or if you simply wish to verify whether a matter has unreconciled payments, please follow the steps outlined below:

1. Navigate to the relevant matter on the accounts side.

2. Access both the Office ledger and trust ledger by selecting Office/trust ledger > Ledger entries.

3. Click on Add filter, then choose the "unreconciled Only" filter and click Apply 

4. Any entries displayed with this filter are unreconciled entries and require reconciliation. If you are unsure how to perform a bank reconciliation, please refer to the steps outlined in this knowledgebase article: Bank reconciliations