Accounting Ideas

ability to flag all transactions as unreconciled

When doing a reconciliation the default is to flag everything matched as reconciled. I'd like to be able to select an option in the header to mark everything as unreconciled.

  • Guest
  • Jan 6 2023
  • One For The Future
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  • Guest commented
    11 Jan, 2023 09:03am

    There is already an option to match everything as unreconciled or vice-versa on the 'Interest & Charges" drop down. The bigger issue is that when you go to reconcile it is normal that you won't be reconciling up to the latest date. If you change the statement date at the top to a date prior to today then you get an error message saying 'Statement Date cannot be before the latest reconciled entry'. You then have to put it back to todays date, unreconciled them all from drop down, change the date to the date you want, then reconcile them all from drop down. Why cant sage let you change the date without doing all of this.