Reconciling multiple transactions in a bank reconciliation form

Owned by Beth Blok (Unlicensed)
Last updated: May 25, 2017

To speed up the process of reconciling transactions in a bank reconciliation, you can highlight multiple transactions to set the status as needed.  

The option Allow Multi Select in Other Settings in the bank Reconciliation allows for reconciling multiple lines at the same time

Step-by-step guide

To reconcile (or clear or unreconcile) multiple lines at the same time:

  1. Tick Allow Multi Select under Other Settings in the ribbon

  2. Click, hold and drag to highlight the Line No field

  3. Right mouse click and select Reconcile

  4. Click anywhere to cancel the selection