MIP Ideas Portal

Add a click and drag option when selecting items to clear in Bank Reconcilliation

Currently in Bank Reconciliation there are two options for clearing items:

1. Check off each one individually

2. Select all and then uncheck the items that should not be cleared

For an organization with thousands of items a month to clear this is very cumbersome.  It would be nice to be able to click on the first item in a series of items on the bank statement and drag the mouse down through the items to be cleared until one that has not cleared is encountered.

  • Guest
  • Mar 2 2017
  • Already exists
  • Attach files
  • Dan Murphy commented
    March 02, 2017 22:24

    Currently in MIP you can click and drag to select a range of boxes. You can then hit the space bar to check all the highlighted boxes. This would let you then skip over the item/s that are not cleared.

  • Nancy Waterman commented
    April 18, 2017 18:52

    Another option is to click on the first item you want cleared in a list, shift click on the last item, then press the spacebar. This is a toggle, so you can clear, as well as uncheck items if you've cleared them inadvertently.

  • Max Remele commented
    April 24, 2017 16:00

    MIP allows importing for bank recs. We import all checks that have cleared. The time savings is immense.