Ideas for Acumatica

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Auto release "Quick Transaction" adjustment on bank reconciliation screen

The Create Adjustment button on the bank reconciliation screen CA.30.20.00 allows entry of an adjustment to compensate for bank errors or other minor differences, but you must still go to another screen to release the cash transaction before using it.  This defeats the purpose of a "quick" transaction.   A release check box on the quick transaction screen or auto releasing it if the cleared check box is checked seems logical.

  • Jerry Welliver
  • May 28 2015
  • Future consideration
  • Attach files
  • Guest commented
    June 29, 2015 04:25

    Even if a release button would be added would also work.

  • Wileyska Sandoval commented
    March 26, 2019 15:50

    See ACU-I-1948 posted 2 mos. ago.

  • Guest commented
    April 09, 2019 10:01

    yes, why is this a 3 step process to create an adjustment.  1 Create Adjustment, 2 click on link to a new windows, save , release , 3. then back to bank rec, you must refresh

  • Douglas Johnson commented
    20 Feb 20:49

    Dear Acumatica Community,

    We are investigating making improvements to the Bank Reconciliation process in Acumatica. To help with requirements, we would like to have community members record their reconciliation process. During the recording you can suggest changes that would make your job easier. 

    We think this would be a non-intrusive way to gather your feedback without a large time investment. 

    If interested please email me (djohnson at Acumatica) and I will provide more details. 

    Regards,

    Doug Johnson

  • Guest commented
    20 Feb 21:56

    Hi, Yes I would be interested in discussing.

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