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Status Feedback & Review
Workspace ClosingVue
Categories Enhancements
Created by Guest
Created on May 1, 2024

Reconciliation Improvements

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, navigate back to the reconciliation menu, select the bank account that you want, fill in the date… over, and over, and over again.

Another thing that would be great is if the check boxes in reconciliation were larger, and or a hair more spaced out. When you’re clicking individual items it’s hard to tell, and/or get the item you’re trying to, because the boxes are so small/close. Kind of a killer on the eyes too.

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  • Ed Walker
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    May 22, 2024

    it would also help to save what you were doing. sometimes you have to leave and edit a file to make the reconcilliation balance.