These buttons are a feature of account reconciliation in Sage 50. When you're working in the Account Reconciliation window and have selected an account to reconcile, all transactions associated with the account appear in the list at the center of the window.
The Status column at the left side of the list shows whether an individual transaction has been cleared or not. A check mark indicates a cleared transaction.
The Quick Action buttons let you change this status as described below.
Note: In order for the Quick Action buttons to appear, they must be turned on. You can turn them on or off with the right-click menu that's available when your mouse pointer is over the transaction list in the Account Reconciliation window.
Uncleared Records
If you select a record in the list that has not been cleared, the Clear option appears. Select it to change the status of the transaction to cleared.
Cleared Records
If you select a record in the list that has been cleared, the Unclear option appears. Select it to change the status of the transaction to uncleared.
Auto cleared Records
For bank records imported into Sage 50 and then auto cleared in Account Reconciliation, the Quick Action button lets you unclear records that currently have the status cleared. The Manual Match button lets you find and make a different match.
Learn about manually matching imported bank records to Sage 50 transactions.
New Bank Records
For new electronically imported bank records that have not been auto cleared by Sage 50, Delete lets you delete any records that are duplicates or that represent a bank error. Manual Match lets you manually match the record to an existing Sage 50 transaction.
Create New: This option lets you create a new Sage 50 record based on the imported bank record. If you have selected a deposit/bank credit transaction, you can create one of the following: account register entry, general journal entry, or beginning transaction. Just select the appropriate option in the drop-down menu, and Sage 50 will open the corresponding window.
If you select a check/bank debit transaction, you will be able to create a disbursement check as well. Just select Write Checks from the menu.