Bank Reconciliation on NXT - Need "Select All" and "Print Report"
Recently we could start reconciling our bank accounts on NXT. However, unlike the database for reconciling, you cannot select all, then go back and unselect those that did not clear, which is vital for the 100s of transactions that can be processed out of our account. While this issue may be fixed when/if we use bank feeds, it would be a nice option if bank feeds aren't used. Also currently in the database, you can print right after reconciling the account, while in NXT you must go to reports and then print. While it wouldn't be an extreme need, when you are reconciling multiple accounts, it is nice to print when you finish, then move onto the next. It's just an ease of use that we got used to in the database view.
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Guest
- May 15 2017
- Future consideration
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Marking more than one check at a time "cleared"
Merged In the database version I can highlight multiple checks, right click and mark all "cleared" at the same time. NXT only allows me to mark checks one at a time. Please add feature to clear checks in bunches, please.0 Future consideration
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Bank Account Reconciliation report in FE-NXT
Merged Can you make it so the Bank Reconciliation report pops up when you finalize a bank reconciliation like it does in the database reconciliation process. Otherwise you have to get out of treasury, go to reporting and pull the report and run it for ba...0 Future consideration
Related ideas
I wanted to add another comment -- there is now a "select all" check box, but it only selects the first 1000 rows in the bank reconciliation; Is there a technical reason for that limit?
Thanks for your feedback, Shelly!
When printing, are there specific parameters you all would want to set? Or do you typically keep the default selections?
I'd like to add my vote for having a "Select All" option. I just finished the reconciliation for our main account, and had the joy of checking 1261 boxes. It feels like such a waste of time...