Reconcile all batch transactions

The reconcile screen has the ability to reconcile multiple transactions in a single click. This is available on the reconcile screen and it is shown when certain conditions are met.

This feature is available when this button is shown after choosing a batch to reconcile

Transactions that can be processed with this feature will have a tick in the middle:

Those that cannot - show a cross

When is this available?

There are two states where this is available.

1. When infoodle shows the 'who' and the 'what' as text, rather than something for you to choose.

In this circumstance, infoodle knows the core information required to reconcile the transaction - with things like when to receipt, tax status etc. being defaulted as a global or individual setting.

2. When infoodle presents possible forms that belong to the selected contact, but they are not showing a 'Pay' or 'Match' button.

In this circumstance, whilst there are forms or pledges available, they do not appear to be for this transaction primarily because the transaction amount does not match the pledge.

When is it not available ?

There are several combinations of data that will mean infoodle cannot present you with the option to bulk reconcile.

1. The contact is not known - you will need to create it first.
2. The account code is not known, or there are multiple possible codes to choose from.
3. There are pledges or forms that are for this contact that match the amount of the transaction. You need to click Pay or Match or if this transaction is not for a pledge, reconcile without the form.