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Workspace Reckon One
Categories Banking
Created by Guest
Created on Feb 11, 2019

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Hide reconciled items

Also why can't we hide already reconciled items anymore.  I want it back. It was so much easier.

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    Jason Hollis
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    |     Feb 11, 2019

    Hi Jenny and thanks for your feedback - we appreciate your contributions thus far, so keep them coming. 

    In the new bank rec, we have split the reconciliation out from the transaction screen hence making the HIDE RECONCILED TRANSACTIONS a little redundant. 

    That is... in the reconciliation screen you now ONLY see unreconciled transactions. Any transactions that are RECONCILED will not appear in the reconciliation screen. 

    In the transaction screen, you see ALL transactions as this is meant to be a register of your ledger. You can however filter transactions on the STATUS column if you do not wish to see reconciled transactions in that screen. 

    If you have any other suggestions / questions in regards to my response, please let us know. 

    Kind regards,

    Jason