Sage 200 UKI Ideas Portal
I save drafts then have to delete them if I have more than one saved. Can they be more flexible? Maybe even Unmark them as 'draft' from within the reconciliation screen?
| Idea Benefit | I never save drafts any more as I then cant reconcile the items saved! |
| How do you solve for this problem today? | delete all saved reconciliations prior to reconciliation so no point in saving the draft in the first place |
If I start a reconciliation and for some reason cant finish it, I save it. I can not then save my next attempt with the same reference. Therefore multiple drafts get saved.
If I reconcile directly from the bank feed screen and get into the reconciliation screen to find that my saved draft items cant be bought down and reconciled then the save drafts are a complete waste of time.
With the draft items not moving from the top to the bottom reconciliation screen, unless you are reconciling directly from the saved draft selection then the saved drafts are actually more of a hindrance than a help
thanks for the idea, could you help us understand your idea in more detail?
Is it multiple drafts per bank account? If so can you help us understand why you'd need multiple drafts?