Ability to export transactions in Banks Reconciliation process to excel

Currently in database view it is possible to export transactions directly to excel, then use excel to filter, group, and reconcile with a bank account. With the move to total web solution, this functionality is needed in web view.

  • Guest
  • Mar 5 2024
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Treasury
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  • Kevin Merrell commented
    04 Mar 18:48

    Almost two years later and this is still not implemented and there's no update on it happening. This isn't even a new idea, it's just a workflow gap. The ability to export to excel is in many other places in NXT, so why is it not here? I've still been using database to reconcile because of this very reason. So once database is removed, this process will be MUCH more inefficient. This needs to be implemented ASAP!

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  • Liliya Titus commented
    October 28, 2024 15:28

    This is one of essential tasks of bank rec. I hope it's coming to NXT very soon. Thank you.

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