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AccountRight

Bank feeds: Undo All

Ultimate Partner

1,784Posts

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186Solutions

1,784 Posts
Ultimate Partner
Australia
New
New

Is is possible to have a UNDO ALL button on the BANK FEEDS screen like the APPROVE ALL.

 

Today my client (new to bank feeds) had got into a terrible mess with the bank reconciliation and bank feeds dating back to 1 July with loads of transactions.   They use cheques a lot and the fastest way to fix the issue was to undo the bank reconciliations.   Go into the approved bank feeds screen undo all the bank feeds.  Then re-approve them.... it worked perfectly and I managed to balance a lot faster than if I decided to go with the old tick tick method but took a while clicking all the transactions to undo each one individually.    Would have made process even faster if I had a undo all function within the date range I chose.

 

My client almost resorted to not using the bank feedsSmiley Sad... thankfully I could show her how easily it was to fix and restored her faith.   Bank Feeds Rule every timeSmiley Tongue


'Undo ALL button on Bank Feeds please"

2 Comments
Partner
19 Posts
Partner

Absolutely

4 Posts
Cover User

Could I ask where the Approved Bank Feeds screen is please?