Layout
Bank Reconciliation > Tables > Reconciliation Layout > Layout
This tab is used to design the bank reconciliation layout template that displays the reconciliation summary information.
A list of the category descriptions with the operator type from the Categories tab is displayed. If Inactive is selected for any category on the Categories tab, the category description is not displayed on this tab.
Set the reconciliation layout:
| Field | Description |
|---|---|
| Reconciliation Type |
Click |
If Double Column is selected, the Bank and System columns are displayed.
The category reconciliation side can be selected in the Recon Side field on the Categories tab, which is only displayed if Double Column is selected and saved on this tab.
If Single Column is selected, all active categories are displayed in a single column.
The drag and drop feature is available on this tab, which allows you to change the category order in a column. Hover over a category until the category box color turns a darker shade and the mouse pointer changes to four arrows, then hold down the left mouse button and drag and drop the category to the necessary location within the same column (i.e., Bank or System).
❏ Click Save.
Other functions and features:
| Reset |
Click to retrieve data from the last save. If you click Reset, any unsaved changes are lost. |
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