Reconciling code?

Janet Ward's Avatar

Janet Ward

07 Sep, 2022 01:36 AM

In the column that indicates reconciled transactions, there are green dots next to some transactions and gold diamonds next to others. I have never seen that before today. What's the meaning of each? Thank you.

  1. 1 Posted by dwg on 07 Sep, 2022 03:05 AM

    dwg's Avatar

    I'm a fellow user.

    Green Dots mean reconciled, Gold Diamonds means reconciling, so in other words the transactions are part of the way through the reconciliation process but the process has not been finished, perhaps during the reconciliation process you selected finish later, perhaps you marked the transaction as reconciling in the register.

  2. 2 Posted by Janet Ward on 08 Sep, 2022 01:30 AM

    Janet Ward's Avatar

    Thank you, dwg, for "decoding" the dot colors. Wouldn't it be nice if the
    creator of the program did that?!! Anyway, I suspected maybe I accidentally
    hit "finish later" instead of "done" when I reconciled last month. You have
    now confirmed my suspicion so I can clean up my register without fear.
    Thanks again.
    Janet

  3. 3 Posted by dwg on 08 Sep, 2022 01:46 AM

    dwg's Avatar

    It would be nice if the developer did a lot of things :)

    In this case there is an implied reference in the reconciling article in the Knowledge Base but it could be expanded upon and made a lot clearer.

    https://infinitekind.tenderapp.com/kb/register-and-transactions/reconciling

  4. Maddy closed this discussion on 08 Sep, 2022 11:01 AM.

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