{"id":2484,"date":"2013-02-04T07:24:58","date_gmt":"2013-02-04T07:24:58","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=2484"},"modified":"2025-09-08T06:59:23","modified_gmt":"2025-09-08T06:59:23","slug":"create-bank-entry-from-reconciliation-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/02\/04\/create-bank-entry-from-reconciliation-screen\/","title":{"rendered":"Create Bank Entry from Reconciliation Screen"},"content":{"rendered":"

In this blog, we would be discuss about one of the new feature of Sage 300 ERP (formerly known as Sage Accpac ERP), which allow its users to create Bank Entries from Bank Reconciliation screen as well as clear\/reverse posted transactions.<\/p>\n

Reconciliation tab in Reconcile Statement UI contains two new buttons;<\/p>\n

*<\/strong>\u00a0Bank Entry
\n*<\/strong>\u00a0Quick Clearing<\/p>\n

Bank Entry:\u00a0<\/strong>Clicking on Bank Entry button in Reconciliation tab standard bank Entry UI would get opened, which will allow user to create and post new Bank entry, edit or delete any existing entry etc.<\/p>\n

\"\"Screen 1.1<\/strong><\/p>\n

Quick Clearing:<\/strong>\u00a0Detail grid of Reconciliation tab displays withdrawal and deposit transactions for particular Bank. Quick Clearing button would help a user to clear a range of payments or reset their status to outstanding. Clicking on Quick Clearing button a form would appear as shown below.<\/p>\n

Note:<\/strong> Refer Screen 1:1 for Transaction Type Withdrawal<\/strong> and Screen 1:2 for Transaction Type Deposit<\/strong>.<\/p>\n

\"\"<\/a><\/p>\n

By using above option User can;<\/p>\n

*<\/strong>\u00a0Clear a range of payments by making their reconciliation status Cleared
\n*<\/strong>\u00a0In case, a transaction is cleared accidentally then a user can reset their status as outstanding
\n*<\/strong>\u00a0Can reverse a range of payments (only for transaction type withdrawal)<\/p>\n

Once Process button is clicked; status of selected document will get changed and the same can be noticed in Reconciliation Status column in detail grid.<\/p>\n

\"\"<\/a><\/p>\n

This way user can change Reconciliation status of transaction document and can create Bank Entry from Reconciliation Screen.<\/p>\n

For more information on\u00a0Auto Bank Reconciliation<\/strong><\/a>, write to us at\u00a0us.sales@greytrix.com<\/a>
\nAbout Us<\/strong><\/span>
\nGreytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique solutions of\u00a0Sage 300 integration with Sage CRM,<\/a>\u00a0Salesforce.com\u00a0<\/a>and\u00a0Magento eCommerce<\/a> along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0Sage 300 customization and development services<\/a>\u00a0to Sage business partners, end users, and Sage PSG worldwide.
\nFor more details on Sage 300 Services, please contact us at\u00a0accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In this blog, we would be discuss about one of the new feature of Sage 300 ERP (formerly known as Sage Accpac ERP), which allow its users to create Bank Entries from Bank Reconciliation screen as well as clear\/reverse posted transactions. Reconciliation tab in Reconcile Statement UI contains two new buttons; *\u00a0Bank Entry *\u00a0Quick Clearing\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[331,333,336,465,1841,2144,2188,2286,2357,2451],"class_list":["post-2484","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-bank-entries-from-reconciliation","tag-bank-entry","tag-bank-reconciliation","tag-clear-payment","tag-outstanding-transaction","tag-quick-clearing","tag-reconciliation-status","tag-reverse-payment","tag-sage-300-erp","tag-sage-accpac-erp"],"yoast_head":"\nSage\u202f300 ERP: Create Bank Entry from Reconciliation<\/title>\n<meta name=\"description\" content=\"Learn how to create and post bank entries directly from the Reconciliation screen in Sage\u202f300 ERP, plus perform quick 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