As part of the bank reconciliation process where you may have one payment entry on the bank statement that matches multiple entries on the Datafile bank account you have the option to tag multiple entries to match – if the totals on both sides match you can update the reconciliation.
This new feature displays the total of the selected entries from both sides of the reconciliation to assist in manual allocation.
Installation
No configuration changes are required to enable this facility. The selected total values display automatically below the Statement and Datafile entry windows.
Article ID: 2393
Created On: Thu, Jan 2, 2025 at 10:30 AM
Last Updated On: Thu, Jan 2, 2025 at 10:30 AM
Online URL: https://kb.datafile.co.uk/article/automatic-bank-reconciliation-display-totals-when-tag-multiple-entries-2393.html