reconciling checks

r.j.rizzuto's Avatar

r.j.rizzuto

07 Apr, 2019 01:20 PM

I downloaded OFX transactions from TDBank that had a lot of checks I wrote on the same day for the same amount. The autoreconcile didn't pair using the check number, which made it a lot of work for me to manually reconcile. It would be nice if check number was included in match criteria.

  1. Support Staff 1 Posted by Henry on 10 Apr, 2019 06:24 PM

    Henry's Avatar

    Hi,

    Thank you for contacting us.
    There's an existing ticket in our ticketing system with your suggestion to add the check number to the confirmation panel, so I've attached it to this discussion and the developers will be looking into it.

    Henry
    Infinite Kind Support

  2. 2 Posted by r.j.rizzuto on 10 Apr, 2019 09:33 PM

    r.j.rizzuto's Avatar

    Great, thanks!

  3. System closed this discussion on 10 Jul, 2019 09:40 PM.

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