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AgExpert Accounting Ideas
Status Planned
Categories Transactions
Created by Guest
Created on Nov 8, 2024

Bank Rec "new transaction" should auto-populate to the bank account you're reconciling.

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.

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  • Guest
    Oct 29, 2025

    Please do this soon. Or, make it blank so that I have to choose which account. When it is auto populated, it is too easy to pass over this section because it is already filled in. I have had so many errors and reversed transactions because of this.