Tuesday, 3 July 2012

Search from the Manual Recon Screen Demo

It can happen that the transaction(s) you need for a match have already been reconciled. It used to be a time consuming process to navigate to the View Bank/Cashbook Transaction screen, try remember what you need to search for, find the transaction, break the existing match, go back to the Manual Recon screen, find the transaction you have just unreconciled, load it into the matched section and finally create the right reconciliation.

All that has changed.

There is now the ability to search directly from the Manual Recon screen for those transactions you just can't seem to find in the unmatched transaction list. I hope you enjoy the new functionality. Watch the video for a short tutorial (2:20 min) on how to use this feature. The video is hosted on you tube so it displays at 360p by default. Which is fine if you view it in the blog directly but looks a bit fuzzy if viewed in full screen. If you want to view it in full screen mode change the quality (click on the cog on the bottom right between the cc and the clock icons) to 480p or 720p depending on your bandwidth.

If you would rather read about the new functionality please go to the Bank Recon webhelp.

This is our first Bank Recon Demo video so let me know what you think and if you found it useful. I plan to add more help videos and introductory demo's soon.


2 comments:

  1. This is useful and should be in the application. If well labeled and tagged, this kind of thing could be just right for BR type users - at least from OMIA.
    I like it, it is a great start!

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  2. This could be very useful, unfortunately I get a big fat "Access Denied" message when trying to view from OMIA. But cool idea (",)

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