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Bank Reconciliation Report Printing

  • 1.  Bank Reconciliation Report Printing

    SILVER CONTRIBUTOR
    Posted Jul 09, 2019 06:04 PM
    Hello,

    I have a new computer and a setting has changed when I click on "Reconcile" in the bank rec module. In the past, only the Outstanding Transaction report printed and now I'm getting all of the reports. Is there a way to tell GP to only print the one report when the "Reconcile" button is clicked? Thank you in advance!

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    Cara Gregory
    Accountant
    Alvarado Management Company
    Albuquerque NM
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    Conference-GPUG_200x200


  • 2.  RE: Bank Reconciliation Report Printing

    TOP CONTRIBUTOR
    Posted Jul 10, 2019 06:46 AM
    @Cara Gregory,

    Yes! If you go to Microsoft Dynamics GP>Tools>Set Up>Posting>Posting and then select the Financial Series and the Bank Reconciliation Origin you can designate which reports print for that function. And also, you can indicate where you want the report to print - Printer, Screen or File.​

    Posting Setup for Bank Rec

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    Barbara Gavron
    Atlantic Beach / Jacksonville FL
    904-536-0129
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    Conference-GPUG_200x200


  • 3.  RE: Bank Reconciliation Report Printing

    SILVER CONTRIBUTOR
    Posted Jul 10, 2019 10:13 AM
    Thank you Barbara! I will give this a try.

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    Cara Gregory
    Accountant
    Alvarado Management Company
    Albuquerque NM
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    Conference-GPUG_200x200


  • 4.  RE: Bank Reconciliation Report Printing

    TOP CONTRIBUTOR
    Posted Jul 10, 2019 10:22 AM
    @Cara Gregory You should be able to adjust the posting report setup - Click Microsoft Dynamics GP/​Tools/Setup/Posting/Posting. Then choose the Financial Series and the Reconcile Bank Statement Origin. At the bottom you can select which reports to print at all, and where to send them (i.e. to the printer, to the screen, etc.).


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    Tiffany Ziegler
    Vice President & Controller
    Velcor Leasing Corporation
    Madison WI
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    Conference-GPUG_200x200


  • 5.  RE: Bank Reconciliation Report Printing

    SILVER CONTRIBUTOR
    Posted Jul 10, 2019 10:29 AM
    You guys are the best! Thank you Tiffany. :)

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    Cara Gregory
    Accountant
    Alvarado Management Company
    Albuquerque NM
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    Conference-GPUG_200x200


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