How do I set the default bank for reconciliation? (2024.05)
Reconciliation
Select a default bank for bank reconciliation. When you launch Reconcile Bank Accounts, the default bank will be displayed in the Options window as the bank. Clicking OK will open reconciliation for the selected bank.

You can choose which bank will be selected as the default bank. For example, if you are working on a reconciliation for a specific bank and you want to set the default bank so you know you're working on the right bank from the beginning.
This feature was added to the 2024.05 release.
Setting the default bank for reconciliation
1. Open Connect General Ledger > Reconciliation > Reconcile Bank Accounts.
2. When the Optios window displays, select a bank and period, and then click OK.
3. Click Options (F12).
4. Use the Default Bank menu to select the default bank.
You must be working in the main view of Reconcile Bank Accounts to open the Options window that will show the Default Bank field.

5. Click OK.
202402, 2023Dec05
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