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How to get this cleared checkbox activated in the reconciliation statements screen?

  • Jun 12, 2024 11:38 AM UTC
  • 4 replies
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Thanks in advance.

Best answer by AmaanFazeer11

Hello @Harry,

You can manually mark transactions as cleared from the “Cash Account Details” screen or the “Reconciliation Statement” screen

If this has already been marked as cleared, it indicates that the document was matched to the transaction on the imported bank statement already.

 

Kind Regards,

Amaan

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4 replies

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Hello @Harry 

If you perform reconciliation of the bank account, a selected check box may indicate that the document was matched to the transaction on the imported bank statement.

 

Thank you,

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  • Author
  • Semi-Pro III
  • Jun 12, 2024 12:40 PM UTC

Hello @Harry 

If you perform reconciliation of the bank account, a selected check box may indicate that the document was matched to the transaction on the imported bank statement.

 

Thank you,

How can I perform it?

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  • Acumatica Employee
  • Answer
  • Jun 12, 2024 2:17 PM UTC

Hello @Harry,

You can manually mark transactions as cleared from the “Cash Account Details” screen or the “Reconciliation Statement” screen

If this has already been marked as cleared, it indicates that the document was matched to the transaction on the imported bank statement already.

 

Kind Regards,

Amaan

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  • Freshman II
  • Sep 3, 2024 5:55 PM UTC

Is it possible to automate this with an import scenario? If so, does anyone have an idea how to build the import scenario to bring in cleared and cleared dates based on document ref? I’ve been struggling trying to accomplish this. 

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