ECM: Enhancement Request to Add Additional Filters to Semi-Manual Reconciliation Page (Doc ID 2074712.1)

Last updated on MARCH 09, 2017

Applies to:

PeopleSoft Enterprise FIN Cash Management - Version 9.2 and later
Information in this document applies to any platform.

Goal

There should be more filters on the Semi-Manual Reconciliation page to narrow down the population and a "Select All" button to avoid having to click individual items (some customers have hundreds or even thousands of items on this page).  Please add the following to the Semi-Manual Reconciliation page:

-add Filter by Reference above Bank Transactions in addition to Filter by Type (currently available) on the Bank Transaction side.
-add Filter by Reference and Filter by Type above System Transactions in addition to Filter by Source (currently available).
-add a "Select All" button
 

Solution

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