IRIS Financials Ideas Portal (Commercial & Charity)
When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Hi Jamie
Regarding your first query, you are able to stay on the reconciliation screen and continue to match multiple items, pressing the 'Match Items' button will save the match and pressing the 'Next' button will commit all the matched transactions.
Regarding your second query, we will raise a development request to change the default sort order. In the meantime you can sort the data by clicking on the required column header (see screenshot below)
Hope this helps.
When viewing the bank reconciliation, the statement is in date order, but the books are in document number order, can this be changed to date order ? it makes reconciling simpler. Especially if you have DD's set up for the whole year on 28 schools, through a central bank account.