Bank Book to allow print both Summary and Detail when pressing F1
When the reconciliation is completed user is prompted to press F1 to complete the process. Elliott then prompts the user to print Summary OR Detail report but not both. The system should allow to print Both and this should be the default (or change the BB Setup for the default as N, D, S, B). Currently all my BB users exit the processing, go to the reports, print both Summary and Detail and then go to the processing to complete the reconciliation by press F1.
This project is now completed. See KB article as following:
http://support.elliott.com/knowledgebase/articles/1937968-feature-add-new-print-option-to-bank-book-reconc
The project is implemented in 8.5.
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Per Avi, I discussed with Roger situations where users forget to print the
reconciliation reports before hitting the F1.This week Frameware spent 3 days I was with Roger for probably an hour in order to try to figure out what happened on the last reconciliation because user didn't print the reports.
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Avi Weissbard - Cybermac software LLC commented
I have just notified by another customer that "forgot" to print the report. BB will even allow user to complete the reconciliation WITHOUT printing the report. I suggest to look at the F1 process as posting and force printing (and default to both Summary and Detailed). Avi.