Bank Reconciliation Payment Selection

SUGGESTED

Hi,

When using the advanced bank reconciliation (BSIIMP), after matching the statement (GESBSIMTC, Process Bank Transactions), we have an option to select / filter the payments, on the right, in order to reduce the number of items that appear on the payment window to reconcile, we can filter by BP number, name, amounts, etc. We use the option and it even gives a preview of the number of items it will filter, but after pressing OK, we stay with the same number of items on the payment selection grid. Is this the expected behaviour or a but.

We are using the last version of SAGE 2023 R1, very recent.

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  • 0 in reply to Patricia Daloisio

    Patricia, I checked with local SAGE Portugal, and they checked with product team, and it seems that the behaviour is to add more lines to the grid, after you use the payment selection (very bad design in my opinion). Which makes it very difficult to handle, when you want to pick a couple of payments from one specific vendor. Therefore we developed a simple script and an action button on the line to remove all unnecessary lines from the payments grid, this way users can now reconcile much easier.

    They say they have a suggestion to change this object in the near future, I like to say roadmap blackhole...

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