Credit Card Register Reconciliation

In order to keep our credit card registers reconciled I have to export all data into excel, match up the invoices/payments that apply to the current statement that way I know what is in the register that didn't for some reason show up on the statement or I know will be on the next statement.  With 4 different credit card companies, and 3-10 cards per company this becomes very tasking to constantly keep track up.  Being able to some how reconcile as we can do with a normal bank account register would be nice.  We could reconcile after making a payment, checking off all of the invoices that match up to the payment, clearing the payments some how so that the register now only shows the 'new' balance, anything that will end up showing up on the next statement.

  • Ashley Peil
  • Feb 19 2018
  • Future consideration
  • Attach files
  • Patrick Merryman commented
    8 May 11:38am

    It's honestly ridiculous that it isn't automatically included. this needs to be available ASAP

  • Guest commented
    26 Jul, 2023 05:17pm

    Please add this feature asap! There is really no way to reconcile and there should be one.

  • Kristie Sopher commented
    16 May, 2023 03:40pm

    We recently switched from Quickbooks as well and our auditors are not pleased that we do not have the same ability to reconcile. I agree with comment from May 15th. Please give us this ability.

  • Guest commented
    15 May, 2023 03:32pm

    I agree with the comment from 2022. We recently switched over to FENXT from QB so we could have a system that did true fund accounting. Given the requirements that non profits must adhere to regarding financial policies and procedures, we do need to ensure that there is a system for reconciliation and a process that is being followed. This is standard practice. How can we get an update that this is being considered?

  • Guest commented
    16 Nov, 2022 09:39pm

    Having recently switched to Financial Edge from Quickbooks, I've very surprised the ability to reconcile credit card statements is not a current functionality. Please vote to get this added!