Practical guide

How does bank statement reconciliation work in Zemam?

Your balance at the bank doesn't match the statement the bank sends you? Zemam gives you the solution: a complete record of every transaction and transfer that happens inside your system.

The idea in a minute

A finalized reconciliation=An imported statement+Line-by-line matching+Entries for the differences

Import the bank statement, Zemam matches the items automatically, then you complete the remaining items and close the reconciliation.

The steps

  1. 1

    Import the bank statement

    Import the bank statement (from Treasury → Bank statement reconciliation): choose the bank account and the period, upload the statement, and Zemam matches the two statements against each other.

    Bank statement reconciliation

    Import bank statements and match them against system transactions

    Import statement

    Bank account

    NBE account

    Period

    July 2026

    Statement file

    statement-07.xlsx
    Bank reconciliation — import the period's statement
  2. 2

    Automatic matching

    Zemam compares the statement's items using the amount, date, and reference, and shows you each item's status: fully matched, near-matched (shown as a suggestion awaiting your approval), or unmatched (which you resolve yourself).

    Reconciliation session

    Auto-match

    Bank statement

    Incoming transfer — Al-Nour+25,000Matched
    Cheque #0038702+40,000Suggested
    Debit — admin charges-350Unmatched

    Suggested system matches

    Incoming cheque — CHQ-000038

    CHQ-000038

    40,000Match

    Receipt voucher — CV-000112

    CV-000112

    40,000Match
    Matched: 14Suggested: 3Unmatched: 2
    The matching session — statement lines on one side, suggested system matches on the other
  3. 3

    Review the suggestions and match manually

    For items Zemam suggests, you can match them manually by clicking the “match” button, or undo the match — with no accounting effect either way.

  4. 4

    A line with no document? Record it right there

    Zemam gives you the “create a journal entry from the statement line” feature: you can add bank commissions, interest, and chequebook expenses by selecting the type, and the entry is recorded directly.

    Create a journal entry from the statement line

    Type

    Bank fee

    Amount

    350.00

    The entry posts and matches the line instantly — your books now agree with the bank to the last pound.

    A line with no document? Create its entry from the same screen — a bank fee, say
  5. 5

    Finalize the reconciliation

    Once you finish matching and need to close the statement for good, click “Finalize” — Zemam makes the statement read-only, and no further edits are allowed.

Why do it every month?

It helps you discover any fees or commissions the bank deducted that were never recorded.

You find out which cheques haven't cleared yet and which transfers weren't recorded, before the reconciliation is completed.

A completed, closed reconciliation means a trustworthy bank balance that's ready for review.

When did you last reconcile your bank statement?

Talk to us — we'll help you run your first reconciliation on your real data and see the difference yourself.