Hi folks,
I am wondering if there is a way to sort the checkbook amount in the Bank Deposits Entry window. I am handling hundred of checks and it takes me a day or so to do the bank deposits. It would be wonderful if it can sort by amount so I can speed up the process.
Thank you in advance for your advice.
Nhi
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Hi Nhi,
I am unsure why you are doing this process. If you on a daily basis, mark all deposits, you will have the one deposit amount which should reconcile to your bank reconciliation as the bank statement would have the one amount.
Hope this helps.
Hi Nhi,
By default there isn't a way to sort by amount. Customization will need to take place.
Given that you are dealing with a large number of checks and it takes a day to complete the process as you mention, I'd recommend trying to use eConnect to automate the process as much as possible. It may be worth speaking with your partner on building a customized solution that makes use of the eConnect stored procs.
Thanks,
Justin
Nhi,
Bank Deposit Filters is available on its own or as part of the GP Power Pack from Willoware.
I have tried to sort the checkbook amount in the Bank Deposits Worksheet report in Report Writer but it is still not working.
Hi Nhi,
I am able to sort the Bank Deposit Worksheet in Report Writer.
Make sure:
1.) You are sorting by "Checkbook Amount of table CM Receipt"
2.) You grant security/access to print the modified version of the report instead of the default.
Thanks,
Justin
Hi Justin,
I did the same but still the checkbook amounts do not sort in the Bank Deposit Entry window.
Am I missing something?
Hi Nhi,
1.) You don't need the other 2 sorts...but my report still sorts by amount even if I include them as per your screenshot.
2.) Make sure you have granted access to the modified version of the report.
3.) Print the report from GP (not within Report Writer). For some reason when printing in Report Writer, it doesn't sort as expected, but if I print the report from the Bank Deposit Entry window in GP, I get the amounts sorted.
Thanks,
Justin
Oh I am not clear of that I am asking. I just simply want the check amounts shown up from smallest to largest on the Bank Deposit Entry window. Because I have hundreds of checks to deposit, it would be great if it sort like that so I can check mark them faster.
Hi Nhi,
Then I'm afraid the original answers provided by Harry and I, are the options you have.
Thank you,
Justin
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