IRIS Financials Ideas Portal (Commercial & Charity)
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Status Planned
Workspace IRIS Financials
Created by Guest
Created on May 30, 2023

RELATED IDEAS

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.

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  • Guest
    Reply
    |     Jul 5, 2023

    Hi Sarah.


    It is time consuming that every time you create a new doc and refresh you lose all the allocations that you have done.


    regards


    allyson


  • Guest
    Reply
    |     Jun 13, 2023

    There is an 'Add Cashbook' button in the top right of the bank rec menu that should allow you to do this. Once you've posted the document, then click 'Refresh' for the new transaction to appear.