Reconsile Date
I am not sure if the screen estate will allow it but is it possible to add a Reconsiled/Cleared Date to transactions when they are cleared in the Reconsile Process?
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1 Posted by dtd on 04 Oct, 2024 12:41 AM
Maybe I don't understand, but that should happen automatically, when chosen and then "done".
If you say separately add reconsidered/cleared, that's not the point of reconciling. You can reconcile/clear anything you want at any time outside of the reconciling process.
2 Posted by dwg on 04 Oct, 2024 01:06 AM
Currently reconciliation is only a flag that is set to one of three states, I do not think that the date this flag was changed is kept.
Earlier this year there were some discussions on expanding the data that is held so that we could do things like generate past reports. As far as I am aware no development work has been done to date to facilitate expanding the capabilities.
3 Posted by mward3922 on 04 Oct, 2024 01:14 AM
Ok, understood. Hopefully, it may appear in a future update.
Martin
System closed this discussion on 03 Jan, 2025 01:20 AM.