Accounting Ideas

Create a report that shows the transactions still in the 'Incoming Bank Transactions' feed from the bank

Create a report like the unreconciled transactions report, but for the transactions that are in the 'Income bank transactions' part of sage when they are fed in from the bank. This would be easier to send on to clients to see if they have the receipts/invoices than typing them out.

  • Guest
  • Aug 16 2023
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  • Guest commented
    14 Sep 08:50am

    This to me is an essential report, it's not a complicated one as the info is already on Sage from the bank feed, I have moved clients away from Sage because it doesn't have the ability to do this - Xero & QB both have this option, why do we have to manually type out a report to a client with over 100 transactions to report on, I don't have time to do this so won't at the moment recommend Sage to anyone, if this can be made available you may change my mind.