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Status Shipped
Created by Guest
Created on Mar 19, 2024

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Bank Reconciliation

  1. Bank reconciliations:

    1. We need to reenter the client names if we change the dates of the recon.

    2. Reconciling one month, often requires looking at the month before and a portion of the month after

    3. It’s a big timewaster having to reenter the clients names – we should be able to just change the dates

    4. Match bar needed. The separation between the bank side and the ledger side isn’t as clear without the MATCH bar separating them.

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  • Guest
    Reply
    |     Dec 9, 2024

    The match bar was much better than what we have now. Especially since the match button moves when the variance is $0. There have been SO many times I've accidentally submitted because the "Submit" button is now where the "Match" button was 2 seconds ago.

  • Guest
    Reply
    |     Aug 15, 2024

    Also, the unbooked adjustments entered to reconcile disappear when date is changed. They should stay in place until manually removed from rec.