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.
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.
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
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.