Ability to "Export Grid" for Bank Reconcilation process

I just confirmed with BB Chat that NXT does not currently have the ability to export unreconciled bank account transactions. DB View allows you to export the desired info via Export Grid.

This is functionality is necessary for us to reconcile FE to the Statement.

  • Guest
  • Sep 14 2023
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Treasury
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  • Michael DuHamel commented
    September 20, 2023 16:47

    There is also no easy way to find out what Journal Entry activity was done on. Ex. you have to take the transaction # and search it in the Register. Then click the Transaction # to see what JE it was recorded on. Then go to Journal Entry and find it, in order to reference the activity. Very cumbersome process.

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