- Knowledge Base Categories:
- School Accounting System
- General Ledger
Training Tidbit: How do I prevent old check reconciliation batches from appearing on the search screen when I select the Check Reconciliation option?
To prevent having numerous check reconciliation batches display on the Batch Search screen when accessing the Check Reconciliation option, be sure to close a batch after successfully reconciling to prevent it from displaying on the screen each time the Check Reconciliation option is selected. To close a batch, complete the following steps:
- From the General Ledger screen, select the Check Options menu and then Check Reconciliation.
- The Check Reconciliation Batch Search screen will appear listing all the current (open) check reconciliation batches.
- Select the desired check reconciliation batch to close by double-clicking on the batch description.
- Within the check reconciliation batch, select the Options menu and then Close Batch.
Note: If needed, a closed check reconciliation batch can still be accessed in the future; click here to view the Training Tidbit for accessing a closed check reconciliation batch.