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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.