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Suggestion following up on SR 120040121000502.

Cancelling Bank Reconciliation functionality is available for Simple Bank Reconciliations, but not for D355 Advanced Banking. Once Statements have been reconciled they cannot be edited and if they include statement date errors or reconciliation errors they are effectively locking out subsequent statements from being successfully progressed.

Please consider the following provided as part of the above SR

"As I mentioned in my previous mail, a time ago, Cancel bank reconciliation function was added for Simple bank reconciliation.

I really do believe that this functionality have to be added to Advanced bank reconciliation as well, once and forever.

You are not the only one, that would like to cancel or edit already reconciled statements.
Due to the human error or as per different reasons, the statements could be reconciled in a wrong way. It is something normal.

That is why, I am taking this action in my hands. One option that we have is to submit an IDEA: https://clicktime.symantec.com/3HWKFT9C6kVPGgz2JSoPR9R7Vc?u=https%3A%2F%2Fexperience.dynamics.com%2Fideas%2F with a suggestion for improvement in the next releases.
Ideas that are urgent and important, and the ones getting more feedback and up votes have a better chance of being promoted to the product roadmap.
I will promote this idea as much as possible in order to get as many votes as possible.
This is the already completed Idea for the simple bank reconciliation:
STATUS DETAILS
Completed
Ideas Administrator

Reverse reconciliation feature is now available on the advanced bank reconciliation worksheet.

Comments

S

The functionality for the Advanced Bank Rec should be the same or better than the manual bank reconciliation.

Category: Cash and bank management

S

Hi,

Would appreciate if this can be added to the roadmap.

Thanks

Category: Cash and bank management