Cybooks Help Centre

Review a bank revaluation preview

Check a dated foreign-currency revaluation calculation before posting.

A bank revaluation preview shows the proposed adjustment for a foreign-currency account. Preview and posting are separate stages.

  1. Open the intended bank account and its Revaluations view.
  2. Open the revaluation preview and choose the date to review.
  3. At Review before posting, check the dated calculation and proposed adjustment.
  4. Use Back or close the preview if the date or rate needs further investigation.
Review before posting dialog with a dated journal explanation and proposed unrealised exchange adjustment.

Post revaluation is the separate posting action. Reviewing the calculation alone does not create a revaluation or journal. If the feature is missing, check access and feature availability. If the calculation cannot be prepared, confirm that the account is foreign-currency and that the required closing rate is available before proceeding.

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