With the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.
The tenth Feature of the Day I’m going “hands on” with is the Bank Reconciliation Tracks History one which introduced a new window on the Financial Routines menu:
To use this feature, decide if all, a range or one Checkbook should have its reconciliation history moved to history.
Mark the checkbox next to the type of transactions which should be moved and enter a Cut Off date; although the date field is aligned with the Reconciled Deposit Transactions, it apples to all of the transaction types.
Click Process to perform the move of reconciled transactions to history.