[LIVE] New "Other Actions" Functionality

Users can now select multiple transactions at once and click the “Other Actions” drop-down to...

What is it?

Users can now select multiple transactions at once and click the “Other Actions” drop-down to:

Reset Transactions: 

Under the “Needs Review” tab, remove general ledger (GL) transaction(s) from the general ledger and change their indicator(s) to Bank Feed (BF), allowing them to be excluded from or added to the GL as needed. 

Under the “Processed” tab, moves transaction(s) from the “processed” tab back to the “Needs Review” tab. If the transaction(s) had a purple GL indicator, it/they will be removed from the general ledger, and will now show up in the “Needs Review” tab with a blue bank feed (BF) indicator.

Exclude Transactions: 

Under the “Needs Review” tab, excludes the BF transaction(s) from the general ledger.

Add Transactions to GL:

Under the “Needs Review” tab, adds the transaction(s) to the general ledger and changes the transactions’ indicator to GL. This also moves the transactions to the “Processed” tab.

How does it work?

1. Click the inline checkboxes to the left of the transaction(s) you want to reset, add, or exclude.
2. Click the “Other Actions” drop-down button at the top right of the transactions table.
3. Select the action you wish to apply to all the selected transactions.