Clearing multiple items at time during Bank Recon?

Amy Piepenbrink
Amy Piepenbrink
in Blackbaud Financial Edge NXT® General Discussions

I am new to using NXT for my bank reconciliation. Does anyone know of a way to clear multiple items at a time in NXT like I was able to do in Database view?

Comments

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Amy Piepenbrink, if you're reconciling with bank feeds, there is a column to the left of the ‘Account Balance’ column with boxes to mark multiple items as cleared. If you are manually reconciling, then there is a column to the left of the Date column that works the same. Mark as many as you need or mark the box at the top of that column (when reconciling without bank feeds) to mark them all as cleared.

  • Kristy Soular
    Kristy Soular
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Amy Piepenbrink
    I also miss this function that database had and have not found a work around. Clicking one box at a time is time consuming. For us there is a lag in the marking so I find myself marking a few then waiting for the check marks to fill before continuing. We used to be able to highlight several rows and select ‘Mark Selected’. I also miss being able to drill into items during the reconcile.

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