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Release Notes - Bank Reconciliation Updates (Release 26.2)

We’ve overhauled the layout of the bank reconciliation screen to maximize visibility and streamline your workflow. Here is a summary of the key changes:

  • Header Changes

    • Bank Account Name: Now located in the top-left corner (previously centered) for easier identification.

    • Reconciliation Stats: The Statement Balance, Reconciled Balance, GL Balance, and Unmatched Payments/Deposits have moved to the top center of the page for a quick health check.

    • New "Difference" Label: We have explicitly added a "Difference" description next to the amount representing the variance between your Statement Ending Balance and Reconciled Balance.

  • Enhanced Workspace & Visibility

    • Expanded Grid: The Statement and GL Transaction areas have been moved further up the screen, reducing the need for excessive scrolling and providing more room for your data.

    • Collapsible Side Panel: You can now collapse the bank statement details into a side menu to create a split-screen view, allowing for better focus on your GL transactions.

    • Matched Transactions: Both Matched Payments and Matched Deposits are now conveniently located within the GL Transactions area.