Bank reconciliation improvements

Enabled for Public preview General availability
Users, automatically Mar 1, 2021 Apr 2, 2021

Business value

We continue to improve the user experience and feature sets for bank reconciliation and payment reconciliation, making it easier for new users to get started as well as making experienced users more efficient in their tasks.

Feature details

The Bank Acc. Reconciliation page supports canceling a posted bank reconciliation so that users can recover from mistakes. The bank reconciliation will automate the reconciliation of differences.

For the North American version that is used in the United States, Canada, and Mexico, the Bank Rec. Worksheet has three FastTabs for Checks, Deposits/Transfers, and Adjustments. The FastTabs are now expanded so you can work with more than four lines at a time. Each of the FastTabs can also be popped out to a full page. Lastly, the repeated fields at the top of each FastTab have been removed. They are only shown in the header of the worksheet so that you have more overall workspace on the page.

See also

Reconciling Bank Accounts (docs)