postprocessing shows required in bank statement in closed year - ByDesign

[crobinson04]

Hello. We have found transactions that are showing "required" in the bank statement for a closed period. How to we get rid of this in an open period?

[annapurna_vunnam2]

Hello Christie,

You can click on Required and check the bank statement items which are in required status. Open it and

click on "View All" within the payment allocation and adjust the posting date of the payment allocation in the current period.

Generally payment allocation will take the posting date of the bank statement as default. But you can potentially have a bank statement posted in 2020 and the allocation not yet posted. If the year 2020 is closed, we can change the allocation to 2021 which may be open and hope it should work.

Best Regards,

Annapurna