Workflow Request - Bank Rec

Edit Bank Adjustment transactions and View Invoice/Payment Transactions in the Bank Rec screen - this really hinders workflow to leave this screen so we can review or adjust pertinent information.

An add button for new Adjustment Categories within the Bank rec screen. Navigating away (even in a separate tab) to add this causes a disruption that could be avoided with the + add button seen in other modules.

In the reconcile screen where transactions are cleared being able to see the Register AND the GL balancing amounts would be really helpful having to move forward to the next screen to see this important information is not efficient.

A button to run a Bank rec report from the Bank account page would be ideal.

These may seem trivial but accountants need to have as many breadcrumbs and links as possible to move through a lot of processing and research details, considerations and double/triple checks on transactions quickly. Having the features above will align the functionality closer to what we have come to rely on in Database View and help with the overall acceptance of moving forward with Web View - which is looking very promising! :) Thank you for voting and the consideration to implement.


  • Jessica Reid
  • Nov 27 2024
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  • Jessica Reid commented
    27 Nov 05:00

    .... and could we please have an export button in the bank rec as well?

    Please and thank you! :)