Collaborate with Viewpoint and your peers by providing us with your input
Add Options to "Check Register" Report to pull in the following if checked:
1. The "Reconciliation Thru Date" if the entry is cleared. This will help the users and support find the entry with out having to go through every reconciliation to see if the entry is attached r not.
2. Correct the "Date" Title to Posting Date. This helps the user and support understand what date affected the trial balance when comparing during the reconciliation process.
3. Add "Transaction Date" column so we know what date was for the bank reconciliation process, not related to the trial balance.
These items are a case driver and by adding these option will help users and support resolve issues much quicker.
Thank you. :)
Mary Mcintire
| Company | Viewpoint |
| Job Title / Role | Application Support Specialist |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
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It would also be ideal to add these on the options tab to show on the report or not since some users export the Check Register to a third party for security purposes
4. Add column for "Cleared" with check mark if check cleared on the bank reconciliation
Add message when voiding vendor checks or payroll checks that states that the payment has been reconciled with the reconciled thru date so users can fix the reconciliation if the check was voided and re-entered.
It is common for users in the Payroll module to void and re-enter checks for payroll corrections. It is even more important for this visability when an employee states that they lost / damaged a check because sometimes the online banking will not show the actual check number even though the amount / check cleared. In construction, it is common for employees to not cash checks right away so it is even more work and difficult to look through bank reconciliations to determine when the check cleared