Configuring Nolan’s Advanced Bank Reconciliation (ABR) to automatically extract transactions when reconciling a bank account is not complicated, but I keep on forgetting where the option is located. That gets a little embarrassing when you tell a client, “yes, you can do that” and then have to spend five minutes looking for the option.
So by writing it down here, I am hoping to be able to commit it to memory.
this option is per bank account and is located on the Bank Account Setup window (
).Click the Options menu and then select Extract options:
Mark the Automatically Extract Before reconcile checkbox:
There is another option below the one just marked, which enabled a prompt each time to confirm the user wants an extract performed.
The behaviour modified by these options is on the Reconcile Bank Transactions window ( ). When a bank account is selected, transactions not already extracted from the General Ledger into ABR are automatically extracted instead of the Extract Transactions routine ( ) needing to be run.