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Reconciled vs. Cleared

edited Nov 26, 2019 8:57AM in Accounting / ERP 13 comments

I know there are a couple of threads regarding reconciliation issues in v.11, but since I'm not sure if my problem fits in either of them, I'll just start a new one.  Here goes...

Prior to the release of v.11, I would go to the Reconcile Bank Accounts screen daily, enter the balance and clear the transactions posted to the day before.  Then I would hit Hold, instead of Save.  This worked great, because it made reconciliation at the end of the month much easier.  The transactions marked on the day before would still show up on the Reconcile screen, but I'd have less new transactions to mark to in order balance with the statement.

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