tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/12302-reconciliation-window-and-selecting-transactions-to-clearInfinite Kind: Discussion 2018-11-29T23:38:42Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/464969652018-11-14T12:47:09Z2018-11-14T12:47:09ZReconciliation window and selecting transactions to clear<div><p>just a user,</p>
<p>when you begin the reconciliation, you provide an "as of" date. MD should match up and select all the transactions up to that date before you begin to reconcile.</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/464969652018-11-14T14:18:46Z2018-11-14T14:18:46ZReconciliation window and selecting transactions to clear<div><p>That's great @mhoggie but you will have to click on each cleared item. That could mean hundreds of clicks. Select all is the answer.</p></div>dewdtag:infinitekind.tenderapp.com,2009-01-14:Comment/464969652018-11-14T14:42:17Z2018-11-14T14:42:17ZReconciliation window and selecting transactions to clear<div><p>just a user,</p>
<p>You shouldn't have to manually mark them cleared. As you are reconciling the ones selected are marked as reconciled orange. Then when you click "done", MD changes all the ones that were selected as reconciled and marks them all cleared green. That's how it works for me and I've had months when there were a large quantity to clear. Maybe there is an issue with your MD installation. For a test you might try just marking a dozen as reconciled, then click done and see if they are all marked cleared. If that works, then you may have another issue.</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/464969652018-11-14T14:45:18Z2018-11-14T14:45:18ZReconciliation window and selecting transactions to clear<div><p>also, just a note.</p>
<p>concerning changing the status of transactions. You can use control click or shift click to select groups of transactions, then right click to batch change the status of all selected.</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/464969652018-11-15T07:42:07Z2018-11-15T07:42:07ZReconciliation window and selecting transactions to clear<div><p>Thanks Hog, but I think you misunderstand. The option to tick and select an As At Date at start of process is only available if you also download data from your Bank feed. For those that manually enter transactions, when the rec process starts, there is no As At Date option, so you have to select each transaction manually to mark as Reconciling. Once all transactions appearing on Statement have been selected, you can click Done and then those selected are automatically tagged as Cleared.<br>
It would be better if the option to set an As Of Date was available so any transactions Not Cleared with a date prior to the A’s Of Date are automatically tagged as Reconciling. Then the user only has to unstick or tick a few transactions to achieve rec objective.</p></div>russ.j.mundytag:infinitekind.tenderapp.com,2009-01-14:Comment/464969652018-11-25T09:13:43Z2018-11-25T09:13:43ZReconciliation window and selecting transactions to clear<div><p>Windows user. Keyboard Quick Shortcuts...<br>
Click/select a single entry in the list,<br>
Press Ctrl-A to select all then Spacebar ticks / unticks everything.<br>
Quick and avoids inadvertent [Select All] button dumping your reconcile into the bit bucket before you're finished.</p></div>cascaddantag:infinitekind.tenderapp.com,2009-01-14:Comment/464969652018-11-25T10:29:09Z2018-11-25T10:29:09ZReconciliation window and selecting transactions to clear<div><p>I'm a fellow User.</p>
<p>An approach you can take is while you are in the register to select all uncleared transactions right click and chose the option "Mark as reconciling"</p>
<p>Then go into the reconcile feature as usual. All the transactions should be marked as reconciling, you can then click on any transaction you want to change the mark to uncleared. Clicking on Done will then mark the reconciling transactions as cleared.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/464969652018-11-25T10:36:29Z2018-11-25T10:36:29ZReconciliation window and selecting transactions to clear<div><p>Thanks. I discovered that workaround when trying different ways to make life easier. It would be<br>
better if MD allowed an As At Date to be entered when starting reconciliation so txns prior to that date are<br>
marked as Reconciling. That is available is you download transactions from your bank, but<br>
not available if you do everything manually.<br>
Would be a simple improvement for them to introduce.</p>
<p>Russ Mundy<br>
<a href="mailto:russ.j.mundy@gmail.com">russ.j.mundy@gmail.com</a></p></div>russ.j.mundy