ASWatCR's avatar
ASWatCR
Experienced Cover User
12 years ago
Status:
Done

Reconcile Accounts: Show memo

I have a number of client who need to reconcile large volumes of transactions (i.e. that are imported from front end systems).  It would be really useful for these clients to be able to have the "memo" field for each line entry (not just the card name) also showing in the bank reconciliation screen.  The workaround is to print a customised report with the information on it and then they try and cross check to the screen - its a bit painful.  This could possibly be an optional feature in the setup/preferences area?  Anyone else in a similar situation and think this would be useful?

 

"Memo field in Bank Reconciliation Screen"

Banking
reconciliation
  • Steven_M's avatar
    Steven_M
    Former Staff
    7 years ago
    Status changed:
    Open
    to
    Done

    Hi Everyone

    With the release of AccountRight 2017.2, disabling the banking preference 'Display Payee, Rather Than Memo, in Register and Reports' will show the transaction memo in the Banking>>Reconcile Accounts window. 

    *Setup>>Preferences>>Banking>>Display Payee, Rather Than Memo, in Register and Reports

  • MikeToose's avatar
    MikeToose
    Former Staff
    12 years ago
    Status changed:
    New
    to
    Open
    Thanks for your suggestion. We can understand your frustration here and are keen to hear what others think. Please add any votes and comments below.