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Reconciliation line check marks
John69
Member Posts: 13
It would be pretty helpful if the lines in the Reconciliation > Account transactions had checkmarks, so you could mark each one when okay. With a long list of transactions, it gets really hard to see which ones you already checked, especially if the order is not exactly the same as on your statement.
I have to print it out every time and check each line on a piece of paper to be sure I get em all.
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Really good suggestion @John69. We're working on an improvement to Reconciliation that should be out very soon, so I'm going to submit this to the Product Team dealing with the upgrade immediately. I agree that this would make reconciliation a lot more straightforward with much less risk of comparing the wrong line items.
i cant find a reconciliation feature? Where is it?
Hey @imtori, If you are not seeing reconciliation under the accounting tab on your account, then your account is still working of of our older accounting software. You can still access your account reconciliation directly from your transactions page.
Your account will be migrated to our newer accounting software soon, but I do not currently have an ETA.