Topic Options
#43230 - 10/15/14 11:18 AM Auto-Matching in BankRec8.1E (140117)
Miriam Offline
Adagio Maven

Registered: 05/10/12
Posts: 162
Loc: Altona, MB
When using the Auto-Match feature when reconciling it shows you in a column which transactions were matched. When you don't finish the reconciliation and click on Ok to close it and come back later you can't see anymore which transactions were matched. Is there any way or setting that will keep the matched transactions on the screen even if you close it and come back later?
_________________________
Miriam Wiebil
ChoiceTech Accounting Solutions

Top
#43231 - 10/15/14 11:30 AM Re: Auto-Matching in BankRec8.1E (140117) [Re: Miriam]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Sorry, not at this time.

PS. The currently shipping version of BankRec is: 8.1E (131127)
_________________________
Andrew Bates

Top
#43232 - 10/15/14 11:45 AM Re: Auto-Matching in BankRec8.1E (140117) [Re: Retired_Guy]
Lauren Stief Offline
Adagio Padawan

Registered: 09/13/12
Posts: 442
Loc: Waterloo, ON
We also have clients that would find the capability that Miriam described useful.

I'm guessing that Miriam has installed the BR Hotfix which is dated 140117.
_________________________
Lauren Stief
Stief Group
Adagio Solutions and Support
1-800-540-3164

Top
#43233 - 10/15/14 12:01 PM Re: Auto-Matching in BankRec8.1E (140117) [Re: Lauren Stief]
Bruce Gardner Offline
Adagio Wizard

Registered: 06/15/04
Posts: 3617
Loc: Toronto ON, Canada
I'm with Miriam and Lauren on this one. I think it allows users a chance to review the matching even if they've had to do the reconciliation in 2 stages. I'm going to infer from Andrew's phrasing that this request is getting near the top of R&D's list for BR and could be imminent.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

Top
#43235 - 10/15/14 01:20 PM Re: Auto-Matching in BankRec8.1E (140117) [Re: Lauren Stief]
Miriam Offline
Adagio Maven

Registered: 05/10/12
Posts: 162
Loc: Altona, MB
I do have the Hotfix installed and in the Help/About that's what it has there.
_________________________
Miriam Wiebil
ChoiceTech Accounting Solutions

Top
#64963 - 10/21/20 08:37 AM Re: Auto-Matching in BankRec8.1E (140117) [Re: Miriam]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11570
Loc: Vancouver, BC Canada
Hello All,

The BankRec 93A (20.09.29) Upgrade has been released.

The Reconciliation has been enhanced and Matched Transactions are no longer deleted until the Reconciliation is posted.
_________________________
Regards,
Softrak Tech Support

Top


Moderator:  Christa_Meissner 
Who's Online
1 registered (1 invisible), 84 Guests and 0 Spiders online.
Key: Admin, Global Mod, Mod
Forum Stats
1865 Members
5 Forums
14482 Topics
70726 Posts

Max Online: 432 @ 01/20/25 10:17 PM
May
Su M Tu W Th F Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31