Clear Multiple Items at a time in Bank register
In DB View one can clear hundreds of transactions (for example outstanding checks) in as little as a few seconds at a time. In NXT one must clear it one by one- this would take hours. my organization clears about 1,000 transactions (drafts, EFTS, and checks) in the bank register a month. This MUST be fixed in NXT! We do not use the reconcile feature and needs to be outside this. that is NOT a solution.
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Guest
- Aug 15 2024
- No Status
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Related ideas
The ability to clear a range of checks (50-100 with one click), rather than 50-100 individually. That would be awesome!
I'm still having to go into database to clear multiple transactions at once, but who knows for how long I will be able to continue to do it this way. Hoping this feature is updated in FE NXT soon. Also looking into alternative option as the reconcile feature, but is also a new process to learn and requires some time to install and get the hang of it.
We are in the exact same position. NXT is restricting us from being able to get our work done creatively and flexibly in what was once a very powerful system. This example specifically throws a huge wrench in our processes.
We need to clear multiple items in the bank register at one time, as we did in database view. We do not use the reconcile feature or automatic bank feed and we do not want to change our practice. We should not lose features that were beneficial, simple, and necessary as we migrate to a "better" system.