Sage 200 UKI Ideas Portal

Bank Feeds - for an easier way to recall saved Drafts

When you use Bank Feeds, you can save your reconciliation using Confirm Matches, which is like the Save Draft functionality in Bank Reconciliation. When you reopen the Bank Feeds, it highlights the matched lines in yellow, however if you need to save again, you create another Draft, unlike in the standard bank rec where you can recall the draft and add to it and save over it. You shouldn't need to add a new reference as there is no way to select or reload certain drafts as it doesn't give you the option. Also if you Confirm Matches, and close the form, you reopen and realise you are finished, you cant Confirm and continue to reconcile without matching or unmatching transactions, You should have the option to Confirm and Continue as long as something is yellow or matched.

  • Gary Butler
  • Jan 15 2019
  • Idea Accepted - Gauging Support