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It is possible to add an additional is column in the Bank Statement Transactions dashboard

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edited Nov 6, 2023 2:11PM in Payables, Payments & Cash Management 1 comment

Summary:

There is a native cash management dashboard that shows bank statement lines, their status and other information.

It is required that an additional column be added to the "Bank Statement Transactions" panel, corresponding to the main "Bank Statement Analysis Report" panel.

The "Cleared Date" (RECON_MATCH_DATE) of each of the reconciled items is required, this with the objective of optimizing the analysis of the information and the bank reconciliation process due to the large volume of information, this will be very useful.

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