AgExpert Accounting Ideas
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Created by Guest
Created on Feb 4, 2021

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Edit transactions from within bank reconciliation screen

If there is a transaction showing up on a bank rec screen that requires editing, I want to click on the transaction from that window and correct it, rather than closing the bank rec screen and finding the transaction, fixing it and coming back in.

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  • Guest
    May 13, 2022

    Totally agree that making corrections from the Bank Reconciliation screen would be more time efficient. I also come from Ag Expert and that system had finally improved software to a more time efficient program. Thought this system would have used Ag Expert and then made more improvements. Not begin from square one especially for the price.

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  • Guest
    Feb 16, 2022

    Coming from Ag Expert analyst don't remove option that we have been accustom to

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12 MERGED

Ability to "Add" missed transactions in Bank Reconciliation

Merged
when doing a bank rec. it would be great to have the ability to "add" any missed transactions without having to leave/save & continue later, then post transaction, then go back into Bank Rec. I believe AgExpert Analyst had this feature but the...
over 3 years ago in  0 Shipped
15 MERGED

Clickable Transactions though Bank Reconciliation

Merged
It would be useful if you could click on the transactions from the bank reconciliation instead of closing the bank reconciliation and going into the transactions for corrections or details and then back to bank reconciliation again.
over 3 years ago in  1 Shipped