bank reconciliation functionality
1
votes
Would you include a button to see unposted transactions when preparing a bank reconciliation? It would help to double-check that the unposted transactions are correct before posting them.
Also, would you allow transactions dated after the bank statement period to be cleared? Sometimes, we have ACH deposits that clear the bank in one month even though the deposit receipt provided to us -- which we used for the transaction entry -- shows the following month.