Settings and activity
2 results found
-
13 votes
Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
An error occurred while saving the comment An error occurred while saving the comment 
Chris Belcher
commented
On the old reconciliation report you needed to enter one date and the report generated to that date. This was useful for checking bank balances if not everything has been reconciled on the account.
On the current report you need to enter two dates, entering an end date prior to the from date doesn't work unfortunately. It's a minor issue but reduced functionality from the new reports is rather frustrating!
Chris Belcher
supported this idea
·
-
5 votesChris Belcher
shared this idea
·
That isn't really true though, the field is auto-populated when you generate the report and you're unable to remove the start date.
Then if you input an end date which is earlier than the start date and update the report it is generated with seemingly random dates.