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Reconciled ID in Bank reconcilation

  • 16 March 2023
  • 5 replies
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Userlevel 5
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Is there any direct way to know the Reconciled ID of an invoice when it is matched with a bank reconciliation?

Currenlty we need to manually navigate in the Cash Account reconciled transaction analysis to find the reconciled id of a particular invoice

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Best answer by Ieva Rituma 14 April 2023, 15:33

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Userlevel 6
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Where would you like to see the reconciliation ID? This could be added as a new configured field against e.g. the Customer Invoice Analysis window (or any window used), to show the reference of the reconciliation ID based on the company and reconciliation ID. 

Userlevel 5
Badge +9

Thank @Ieva Rituma 
Prefer any window to check the reconciled ID.Appreciate if you can send the steps :) 

Userlevel 6
Badge +16

Do you have access to someone with technical skills? Typically it’s not overly complicated to add configurations such as a new configured field with a reference to an existing record based on database keys. 

Userlevel 5
Badge +9

Any Functional solution for this ?

 

Userlevel 6
Badge +16

Not that I’m aware of, apart from creating a new configured field.

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