Edit transactions from within bank | AgExpert Accounting Ideas

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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Feb 4 2021
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Guest commented

May 13, 2022 17:39

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 commented

February 16, 2022 13:47

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

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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...

Created 10 Jan 20:54

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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.

Created 25 Feb 19:54

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Edit transactions from within bank reconciliation screen

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Ability to "Add" missed transactions in Bank Reconciliation Merged

Clickable Transactions though Bank Reconciliation Merged

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