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Unwanted Updates to Bank Reconcile

Please bring back a couple of features with Bank Recs!

  1. Please allow for sorting transactions by check number again. I can now filter to only checks but they're not always in order and I don't see any way to make it so.

  2. Allow for easier unreconciling/rereconciling. It used to be if I had to fix something from three months ago that required unreconciling the bank account, I could rereconcile with only one click. Now I have to go in and uncheck every transaction for the following months, reconcile the first month, recheck all the items for the second month, reconcile that month, and then go in and recheck all the items for the third month to reconcile it. Huge downgrade!

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  • Linda Rosswurm commented  ·   ·  Report

    I completely agree that the functionality of unreconciling/rereconciling for prior months has been royally messed up since the changes to Bank Reconciliations.
    I just finished having to totally re-reconcile multiple months to correct a donation made in January. Instead of being able to address this with a couple clicks like we used to be able to do, it was WAY more time to re-reconcile the bank accounts for January and February. Fortunately, I always keep a .PDF of the current month's reconciliation so I had that to use to just re-click every cleared transaction; if I had not, it would have been an even bigger mess to fix and MORE TIME. This process definitely got "broken" with the last "upgrade!"

  • Emma Schwarz commented  ·   ·  Report

    Agreed.

    Sorting is more useful than filtering.

    Also - with this change, all our bank recs show they were reconciled by Foundant, which is a concern for our audit.

  • Anonymous commented  ·   ·  Report

    Agree! I've had to unreconcile at least twice and it's taken me 10x as long to re-reconcile as it used to. Please make this easier AGAIN.

  • Hayley Barnes commented  ·   ·  Report

    I strongly agree! We send out a lot of checks monthly, and sometimes the "Match" feature does not pick up on checks with multiple items, meaning we have to go through the list one by one and make sure those checks were chosen. Not being able to sort by check number makes that step so much more difficult.

  • Janinne Nocco commented  ·   ·  Report

    Bank Reconciliation -Please add back the feature to sorting by check # in bank rec. It was very useful to reconcile.