Match Transactions

  • 1
  • Idea
  • Updated 3 weeks ago
When I match transactions using the ONLINE BANKING function, sometimes there's one entry I need to go away and check. There's only CANCEL and DONE buttons. Since I'm not yet finished, I need to select CANCEL. When I come back, several of the transactions that I had matched are now showing as unmatched (bottom panel), yet they have a lightning bolt icon in the register on the top panel. This means I need to go and select each entry in the register, remove the lightning bolt icon, then rematch these entries manually. It would be great to have a LEAVE button that would remember your current status "as is". The current set-up is wasteful of time if you need to leave and then return to the match window.
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Jay Garland

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Posted 3 weeks ago

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