Accounting Ideas

Last Bank Reconciled Date to show on banking screen

I would like to see the Last Reconciled Date and the Last Reconciled Balance for each active bank on the Banking landing page. It already shows the last transaction entry and waiting transactions. Seeing the last reconciled date and balance (in a smaller font) is useful as a reminder to reconcile and also as a quick double check of what point you are starting your reconciliation from. I am aware some people never reconcile their bank and assume the bank feed is all that is needed. This information on display would be a useful reminder. Thank you

  • Guest
  • Apr 29 2022
  • One For The Future
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