Allow more digits for check numbers to reconcile bank statements

Currently the system only allows 4-digit check numbers in order to utilize the bank statement reconciliation feature.  Digits greater than 4 get masked so that the system cannot recognize check numbers for reconciling.  Since we have 5-digit check numbers, we are unable to use this feature, which was a major selling point when we chose to upgrade to NXT.  

  • Guest
  • Nov 7 2019
  • Needs review
Treasury
  • Attach files
  • Guest commented
    November 08, 2019 21:22

    Thank you!!

    Sara Lorah
    Administrative Services Director
    Kings Community Action Organization, Inc.
    Direct Line: 559-415-7211
    1130 N. 11th Ave
    Hanford, CA 93230

    Attachments Open full size
  • Julia Petit commented
    November 08, 2019 20:10

    Thanks so much for that confirmation. I'll dig into this a bit more to understand why this is currently set up this way and see if there's a possibility to change that setting.

    Attachments Open full size
  • Guest commented
    November 08, 2019 18:25

    Yes, from the bank feed. So the system doesn't recognize the number to be able to mark it as cleared.

    Sara Lorah
    Administrative Services Director
    Kings Community Action Organization, Inc.
    Direct Line: 559-415-7211
    1130 N. 11th Ave
    Hanford, CA 93230

    Attachments Open full size
  • Julia Petit commented
    November 08, 2019 18:16

    Hi! Thank you so much for the feedback - sorry to hear this is causing some issues. To clarify, when you say that digits with more than 4 numbers get masked, are you seeing this brought in as such by way of the Yodlee bank feed?

    Attachments Open full size

Related ideas