Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit SBCP-I-95 Ability to unreconcile a Bank Transaction.

I need to be able to undo a bank reconciliation and redo it Merged

After reconciling the bank, I realized I selected the wrong transaction. This can be a problem when there are many transactions that look similar. It would be so nice to be able to delete or undo the bank rec and redo it correctly, especially in the Accountant's version. There is no reason not to be able to edit or redo the reconciliation. Not being able to means that I have a transaction that I downloaded from the bank that I can't match because it was accidentally reconciled. Now, I have to edit checks that I wrote in the past. This could have been a very easy fix, but instead means that I have to jump through a series of hoops to make things come out correctly.

  • Guest
  • Feb 9 2023
  • Great Ideas Delivered