16237: Bank Reconciliation - Batch Type Change (DAS)

To mark multiple transactions as a certain type, follow the steps below.

Note: Bank Reconciliations only pull transactions back 13 months from the Statement Date. For a full and complete Bank Reconciliation, both sides must balance. 

1. Go to Accounting > Bank Reconciliation. 
2. Enter or import your bank transactions. See Related Links for details on this process. 
3. Highlight all transactions that you wish to change by holding down the control key and left-clicking, or by holding down the left-mouse button and dragging the pointer down to select all appropriate transactions.

2.  Click the Type drop list to bring up a selection and pick the reconciled type you wish to assign to it. 

3.  All highlighted transactions will now be marked as the indicated type.
   • Posted transactions have a P in front of the Row ID.

Note: Marking these as “Cleared” will not move the transaction to the Bank side.