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Automatic Bank Reconciliation - Sorting Transaction Display

When displaying the Statement and Datafile entries for matching the system displays the transactions in date order. Where users have many entries that cannot be matched using the automatic and suggested matching options it can be difficult to find entries with matching values alone where the bank statement date and the Datafile entry date do not match.

This new option allows you to click the column heading of the transaction grids to sort the display in date, source, type, description or value order. Click the column heading once to sort in ascending order, click again to sort in descending order.

Installation

No setup changes are required to enable this option. Column sorting is available on installation of the update.

Custom Fields
  • Release ID: 7.8
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