cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Active Member

I can't see any transaction details in the bank, or CC, reconciliation screen.

Any ideas on how to fix this?

 

I can see the amounts, but not the payees, nor the transaction numbers.

 

1 Comment
Moderator

Re: I can't see any transaction details in the bank, or CC, reconciliation screen.

Let's get the transaction details showing in the Reconcile page, mysticham.

 

It's possible that you have accidentally un-check the transaction fields, thus, the details are not displayed. Here's how to get these fields back in the Reconcile page:

  1. In the Reconcile page, click the Columns to Display button.
  2. In the Customize Columns window, go to the CHECKS & PAYMENTS and the DEPOSITS AND OTHER CREDITS sections.
  3. Mark the details that you want to show in the Reconcile page: Check# / Ref#, Date, Payee, Memo, and Type.
  4. Click OK.

Capture.PNG

After that, the transaction details should be back in the Reconcile page. Feel free to drop by again if you have follow-up questions.