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aileen-wcbh
Level 1

My reconciliation screen no longer shows the items in chronological order, how do I get it back in date order?

 
1 Comment 1
JamesDuanT
Moderator

My reconciliation screen no longer shows the items in chronological order, how do I get it back in date order?

We can easily sort this out, aileen-wcbh.

 

The transactions in the Reconcile page can be sorted in different ways using the column headers:

  • DATE
  • CLEARED DATE
  • REF NO.
  • TYPE
  • PAYEE
  • PAYMENT
  • DEPOSIT

You can click the DATE column header to sort the transactions by date. Afterwards, you can start reconciling the account.

 

If you have additional queries, please let us know. We'll be glad to help you more.

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