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You should be able to simply enter the bank interest income and the bank service charges right in the Reconciliation tab rather than having to create a journal entry for these items, then having to come back to the reconciliation tab. American Contractor has this, as does Quicken and QuickBooks.
Rachel Reyes
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Nearly 6 years old. Refresh would be ok, but I am aware of other software companies that allow you to enter these fees in the reconciliation process. It does ask what GL or Project/Cost code you want to charge the debit side of these transactions. This should be an easy update. Let's implement soon and move on to additional software improvements.
While you are at it, get rid of the concept of 4 tabs. What a waste.
Create a profit and loss statement
Thank You,
Leon Kerns
Superior Interiors Inc.
7801 Lemhi St.
Boise,ID 83709
208-562-8770
208-562-8775 Fax
208-941-3764 Cell
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I understand. This is just a suggestion to help with this if it is not changed or until it is changed.
This feature comes in handy for more than just recurring bank fees.
This is true, so when we set the recurring entry up we just put a $1 in for the amount and update the dollars based on the amounts on the bank statement and subsequently post it.
I love the refresh idea. As far as the reoccurring. Unfortunately the amounts change each month.
Since you know you are going to have to record these two items each month, a way around this is to create a recurring entry for interest and bank charges each month. At the end of the month when you get the bank statement you can just record the entry and then when you do the reconciliation the amounts are on the reconciliation to clear just like the rest of the transactions hitting the cash account throughout the month.
Or at the very least a refresh button for the Bank Rec so that when you do need to go make a journal entry all you have to click is refresh and its available. Not save and finish later, than have to reopen the application all over again.