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2 results found

  1. 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…

    31 votes

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    Planned  ·  7 comments  ·  Accounts & Cash Management  ·  Admin →
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  2. 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.

    46 votes

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    Planned  ·  1 comment  ·  Accounts & Cash Management  ·  Admin →
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