Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-444 Add an "Undo" Option for Transactions Created Via Bank Feeds.

"Save for Later" button is hidden under the "FINISH" button drop-down Merged

DescriptionCustomers are reporting that after following the steps to update their payment information and enter

1. Log in to SBCA
2. Banking Tab > Select a Bank account
3. Select "Reconcile"
4. Scroll at the bottom
5. locate the FINISH button with a drop-down for "SAVE FOR LATER"

A finalized Bank reconciled can not be undone in SBCA!
It would be great to display the "SAVE FOR LATER" button directly on this page, on the left of the FINISH button, instead of in a drop-down.
Customers don't know that they can save for later and tend to click on FINISH, then it's too late for them to make any correction if needed.


SAVE FOR LATER / FINISH / CANCEL (No need for a drop-down)

  • Guest
  • Jul 26 2022
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