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Status Implemented
Workspace Reckon One
Categories Basics (core)
Created by Guest
Created on Aug 11, 2018

Refresh button

I still need this feature - I'm doing a reconciliation right now and need that button!!!

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  • Guest
    Reply
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    Aug 15, 2018

    Thanks for getting back to me, will do. Looking forward to seeing the improvements. Regards Laura

  • Admin
    Jason Hollis
    Reply
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    Aug 15, 2018

    Hi Laura. Thanks for that. Makes perfect sense. So some good news... the new banking screens are coming out in August and September. One of the changes includes a refresh in real time. That said.. we will need to test your scenario to ensure ANY CHANGE updates automatically in the reconciliation. You'll know when the new reconciliation is live as the user interface and reconciliation process is undergoing significant improvements, so please report back when this occurs and we'll look at the issue again - and fix it ! Thanks again, Jason. 

  • Guest
    Reply
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    Aug 15, 2018

    Hi Jason, Thanks for your responce. When I reconcile the accounts, I may have other tabs open EG the Bank Account I'm reconciling as well as Make Payment and Recieve Money. When I have an item eg a Payment, thats been input to the wrong account, I check Make Payments and correct the error there. When I go back to the Reconciliation Tab where I'll have all 100 rows showing, the page doesn't automatically refresh and I have to scroll back to the top to the Refresh button and show that amendment. I love how the Payment Etc button and Finish Reconciliation buttons carry forward, I've found this upgrade very useful. Hope that explains my suggestion.Thanks again for your question. regards Laura

  • Admin
    Jason Hollis
    Reply
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    Aug 14, 2018

    Hi. Could you provide a little more detail on what this button would do, and why it would be useful. Thanks, Jason.