Good Morning
In order to improve the automation of bank reconciliation, we are looking to consolidate customer checks in the bank reconciliation.Do you think it is possible to group them together?Despite a good number of attempts, we did not succeed.Thanks for your help!
We are using apps9
Chris
Hi,
If your using mixed payments for entering customer checks, then use the balance method of grouped. In NA we may need to create multiple mixed payments one for wires / electronic payments, the other for checks as grouped.
If your entering customer checks in customer checks screen , you can use the check cashing proposal. If your doing data entry in customer check screen, I would suggest moving to mixed payments - it’s a far better tool.
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