Bank reconciliations - option to hide checked items for easier list of open transactions
It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.
42
votes
Darcy Kelly
shared this idea
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Symia Tabron
commented
When reconciling bank statements, it would be helpful to move the cleared transactions either up or down so that it is easier to see the uncleared transactions. When you have hundreds of lines of transactions, it would be nice to have a more visual representation to see what has and hasn't been cleared.