I was wondering the about the same thing. . . . so thanks for the obvious solution. Now everything is perfect!
| Splasm Software Discussions https://splasmstrands.com.splasm.com/ |
|
| Reconciliation - CB Pro https://splasmstrands.com.splasm.com/viewtopic.php?f=3&t=653 |
Page 1 of 1 |
| Author: | cgrant [ Tue Nov 18, 2008 11:46 am ] |
| Post subject: | Reconciliation - CB Pro |
Couple of observations on the reconciliation window and process. I may be missing something obvious. 1) Why does the reconciliation window show entries already ticked off during previous reconciliations? These are viewable on the main entry window and are not relevant to the current reconciliation process as they relate to a previous period. 2) There is no way of easily undoing a reconciliation process that has gone wrong as the entries ticked off during the current reconciliation get mixed up with those mentioned in 1) above. This is made worse as you cannot exit CB without saving the current reconciliation. There is no option to exit without saving? Thanks Colin |
|
| Author: | cgrant [ Tue Nov 18, 2008 1:40 pm ] |
| Post subject: | Re: Reconciliation - CB Pro |
This can in part be overcome by using a smart folder (smart folders are great) that displays unreconciled items only. That said, I still cannot understand why the reconciliation window does not handle this by default.... Ah!!!!! Silly me, the use of filters is the answer. The more I get to grips with CB2 Pro the more powerful and feature rich it becomes. Well done guys. Colin |
|
| Author: | tzus [ Sat Nov 22, 2008 3:10 pm ] |
| Post subject: | Re: Reconciliation - CB Pro |
I was wondering the about the same thing. . . . so thanks for the obvious solution. Now everything is perfect!
|
|
| Page 1 of 1 | All times are UTC - 6 hours |
| Powered by phpBB® Forum Software © phpBB Group http://www.phpbb.com/ |
|