I'm reconciling accounts and want to add info that hasn't been recorded yet. When I click back to reconcile screen I have to start over again, putting in the account to be reconciled, date of reconciliation, etc. Is there an easy way to switch between screens and refresh information?
Hi cheza51,
An easy way to switch between screens and refresh information without having to start over again is to save your progress. Luckily, there's an option to regularly save your progress in the browser. This can help ensure that you don't lose any information if you need to switch screens when reconciling. See the sample screenshot below for reference.
Cheers
Shella
