Request to Change Bank Reconciliation Procedure

Matt · Post by **Matt** » Wed Mar 31, 2004 5:43 pm

Would it be possible to change the bank reconciliation procedure in a future upgrade or maintenance release of Powerchurch so that the user can click radio "Y" and "N" buttons to mark reconciled/unreconciled items instead of using the space bar? I have found that it is very easy to accidentally press the space bar on the wrong line while performing the reconciliation the way the screen is set up now. It can then be very time consuming to figure out which line you changed in error in order to get the recon back in balance. I think clicking radio buttons instead of using the space bar would greatly reduce the chance of user error in this process and save users time and frustration.

cpjansen · Post by **cpjansen** » Tue May 18, 2004 12:20 am

I've got to say that I disagree - I find that keyboard entry is quick and convenient. It's a similar format to what Simply Acounting uses. Simply Accounting also has an import function that autmatically reconciles matching cheque number and amount that speeds up cheque reconciliation. It would be nice to have something like that in PowerChurch. I can get a CSV file from the bank's web site - the only items left to reconcile could be auto withdrawls and likely most deposits.

This would speed up the month end work and improve accuracy![/quote]

camd · Post by **camd** » Wed Jun 02, 2004 4:54 pm

I have to disagree as well. I like the spacebar feature. What I would like to change about reconciliations is that they could be done for a period of time (i.e. month end). I can't beleive it's not possible

camd.

tborgal · Post by **tborgal** » Sat Jun 05, 2004 7:56 am

I would have agreed in the previous versions because when you reconciled a check it disappeared from the list. But in V8.5 this does not happen making it much easier to find a mistake.

Matt · Post by **Matt** » Sat Jun 05, 2004 8:55 pm

Version 9 has a much improved bank reconciliation procedure. The new procedure resolves my concern below by giving the user a warning message if they try to unreconcile (i.e. change to "N") an item that has been previously reconciled.