Accounting Ideas

A report to show what is still showing on the bank feed screen.

An export button on the bank feed screen so we can tell clients what paperwork is missing!!!

Guest
Jul 8 2020
Great Idea Currently In The Works

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Merged ideas (3)

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Guest commented

5 Oct, 2020 02:24pm

Love this idea! Would be really useful for me.

1 Vote

Being able to push a transaction from the bank feed to someone else for follow-up Merged

This would really help when missing source documents

Created 3 Sep 02:04am

Banking

0 Great Idea Currently In The Works
1 Vote

Export unposted bank transactions Merged

When a client doesn't provide receipts/invoices to correspond to bank transactions, I need to export the unposted items to send to the client for them to provide the information to post to the correct account and status of VAT.

Created 30 Nov 10:03am

Banking

0 Great Idea Currently In The Works
8 Vote

Un matched bank activity report Merged

When you have a large bookkeeping job, and you have matched all the bank activity that you paperwork for and are left with 50 or so items in the bank to reconcile, a report to identify how much on what day to who would make the job of requesting t...

Created 1 Jul 02:46pm

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0 Great Idea Currently In The Works