Bank Reconciliation Printing/Report Option

1 votes

Add an option to export or print the Bank Reconciliation Report in Excel format (in addition to the existing PDF option).

Description & Business Need:
Currently, the Bank Reconciliation Report can only be generated in PDF format. While this is useful for final reporting, it limits the ability to efficiently research and analyze reconciliation data.

Having the option to export the report to Excel would significantly improve usability by allowing users to:

Sort and filter transaction data
Use formulas for reconciliation analysis
Perform detailed comparisons and audits
Customize the report layout for internal review

Excel functionality provides flexibility that is not available in PDF format, making it much easier to investigate discrepancies and perform deeper financial analysis.

Value to Users:
This enhancement would save time, improve accuracy in reconciliation research, and provide a more efficient workflow for finance teams who rely on Excel for data manipulation and Reporting

Customer Suggestion Suggested by: Reyna Rivera Upvoted: 18 Mar Comments: 0

Comments: 0