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Is there anyway to filter on Bank Reconciliations

Posted on by 180

Dear All,

Is there anyway to filter on the bank reconciliation screen under the section Bank Account Ledger entries, as one of my clients is trying to filter to show only unreconciled items. I know the items that are Applied at highlighted in green, but wanted to group them together to work out what they have missed on the reconciliation screen. 

pastedimage1665150088553v1.png

Kind regards,

Kelly

  • KellyEnhanced Profile Picture
    KellyEnhanced 180 on at
    RE: Is there anyway to filter on Bank Reconciliations

    Thank you Alfredo for your reply that is also another good idea.

    Kind regards,

    Kelly

  • KellyEnhanced Profile Picture
    KellyEnhanced 180 on at
    RE: Is there anyway to filter on Bank Reconciliations

    Thank you Amit for your reply, that worked.

    Kind regards,

    Kelly

  • KellyEnhanced Profile Picture
    KellyEnhanced 180 on at
    RE: Is there anyway to filter on Bank Reconciliations

    Thank you Andy for your reply that worked perfectly. I was being silly as I hadn't clicked to highlight the bank acct ledger entries, so that it highlighted the entire box before doing the personalised option.

  • Verified answer
    Alfredo_Iorio Profile Picture
    Alfredo_Iorio 1,260 on at
    RE: Is there anyway to filter on Bank Reconciliations

    You can use the filter on the lines as others suggested or you can use the action in the document header to show only unmatched.

    pastedimage1665305703595v1.png

  • Verified answer
    Amit_Sharma Profile Picture
    Amit_Sharma 2,545 on at
    RE: Is there anyway to filter on Bank Reconciliations

    Hi,

    Functionally-: 

    pastedimage1665234477170v1.png

    technically-: Make extension and apply filter in AL

    Regards

    Amit Sharma

    www.erpconsultors.com

  • Verified answer
    AD-22040756-1 Profile Picture
    AD-22040756-1 622 on at
    RE: Is there anyway to filter on Bank Reconciliations

    If you personalize the page you can add the 'Statement Status' field to the Bank Account Ledger Entries Pane. You can then filter this field to only display Open lines. However, I would just sort this field, this way you will have all Open lines right at the top 

    pastedimage1665156188945v1.png

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