New Bank Recon Environment

I am reconciling February bank statements to our accounts and I have found the new recon environment to be quite cumbersome. It seems the Treasury lists are no longer sticky, so all the sorting and column resizing disappears as I navigate through the accounts. In addition, the recon itself has changed in the columns so significantly I cannot even remember my former set up. The date sorting is quite difficult and I had to choose from several different date parameters (Create Date, Post Date, Cleared Date, Reconciled Date, etc. etc.) before things would sort in any logical way. When rolling out updates, there needs to be an ability to "Revert to classic view" or something where I can toggle back to my former settings until I can get my bearings again.

  • Anna M Midkiff
  • Mar 1 2022
  • Needs review
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  • John Sharp commented
    5 Apr, 2022 10:07pm

    I have found that just to be able to see a check number, I need (EACH TIME) to go through 7 or 8 columns, reduce the width on each of those columns just to see a check number. This is not only cumbersome, it is maddening to anyone who has ever reconciled cash

  • Todd Feltner commented
    2 Mar, 2022 10:12pm

    Column order is not sticking for us either.