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Reconciliation

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Your end-of-year checklist Close the year clean: chase open invoices, reconcile offline payments, tidy expenses, and export the pack your accountant needs. Reconciliation Reports Year-End Record a bank transfer or check payment manually Got paid by wire, ACH, or a paper check outside Fee-Lion? Log it against the invoice so your books and the client's balance both stay right. Invoicing Payments Reconciliation Keep Card and Offline Payments Reconciled Mix bank transfers and card payments on one client without losing track. Invoices Payments Reconciliation