improve reconciling window

rob's Avatar


05 May, 2009 04:21 PM

After using the reconciling window a lot lately (had to finally get caught up from 2 years of slacker recordkeepping!), I have some humble suggestions:

1) Make each row not respond to single clicks. A single click should simply highlight the row, not "check" the transaction as pre-reconciled. This would help the user navigate up and down easier.

2) Make a double-click anywhere on a row "check" the transaction as pre-reconciled.

3) Allow for the option to view transactions in a single row or double row fashion. There are times that it would help to see the Memo field of each row, but this is currently not possible. Therefore, I have to click Edit which takes me to the register to then view those other fields.

4) Make the Edit button override a text search that may have been entered in the Register. For instance, due to the workflow described above, I tend to flip back and forth from the register and the reconciling window to inspect transactions. While in the register, I sometimes enter a text search and leave the results. I then go back to the reconciling window. If I click on some other transaction in there and then click Edit, it takes me back to the register but because of the previous text search, there is no transaction to "zoom" to. It would be nice if the reconciling window would override the text search to take the user to the transaction in question.

  1. 1 Posted by Brian Adler on 06 May, 2009 09:10 PM

    Brian Adler's Avatar

    Rob, Thank you for your suggestions. We will look definitely consider them as we determine changes we intend to make in future releases. Thank you very much for taking the time to make them.

  2. Angie Rauscher closed this discussion on 20 Apr, 2010 02:12 AM.

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