Bank Reconciliation - Ability to "park" or hold complex transactions in a separate tab on the Reconcile screen
Suspension of transactions waiting for more information
Please please please
When doing the reconciliations can there be a quick action button that lets me set aside this transaction for now so I can continue with the easier reconciliations and then come back to these ones.
Ideally the selected transactions would change colour and stay at the top of the list for revisiting. Even perhaps with a line underneath them to delineate from the main recon list.
The "suspension list" would not be part of the scrolling or page selection, as we need to easily see that they still need to be addressed.
This is needed because it gives me the absolute ***** that I have to scroll through all of these "waiting for more information" transactions every time I come back to do some more recons.
Dianne Coleman
shared this idea
Hi Dianne, thanks for sharing your feedback here.
Having a way to temporarily park bank statement lines during reconciliation could make it easier to work through high volumes of transactions without losing your place when an item needs further investigation.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please continue to vote and share how you currently manage these transactions. Your feedback helps us better understand how this could support different reconciliation workflows.
