How do I add a supporting item to an account?

Short Answer: Open the account, click '+ Add supporting item', fill 'Description' and 'Amount', choose 'Add' or 'Reduce', then click 'Add item' to update the Supported balance.

PreRequisites

1. You have the reconciliation and account open.

2. Description and Amount for the supporting item.

Steps

1. Open the account by clicking the account row in the Balance Sheet.

   Account detail modal opens showing GL balance and Supported balance.

2. Click '+ Add supporting item' in the Supporting items area.

   The 'Add supporting item' modal opens.

3. Enter a 'Description' (required) and 'Amount' (required).

   Both fields are filled and valid.

   1. Select 'Add' or 'Reduce' under 'Effect on supported balance' and click 'Add item'.

      The supporting item appears in the Supporting items list and 'Supported balance' updates.

Troubleshooting

1. 'Add item' button is disabled or greyed out.

   LikelyCause: One or more required fields ('Description' or 'Amount') are empty or invalid.

   Action: Fill the required 'Description' and 'Amount' fields. Amount must be a valid number.

2. Supported balance did not change as expected.

   LikelyCause: You selected the wrong 'Effect on supported balance' (Add vs Reduce) or entered amount with the wrong sign. Action: Edit or remove the supporting item and re-add with the correct 'Add' or 'Reduce' selection.

Note: Description and Amount fields show a red asterisk indicating they are required.