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
  • GEORGE an commented
    15 Jul 15:54

    This is one of an easy way for large organizations with thousands of items to clear. With out this method, it is cumbersome for them to clear large data of months. The college essay writing service reviews is one of finest approach for students to get help while working on academic work.

  • 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.

  • 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.

  • 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.