Accounting Ideas

Add attachments to banking reconciliation

On banking reconciliation page, it would be great to have the ability to attach the PDF version of the bank statement where its date and end balance appear as a readable reference. It's especially useful when:

  • Bank feeds are in place without any readable reference,

  • OFX, QIF, CSV or XLS statements cannot be imported,

  • The date of the imported statement differs from the reconciliation statement date.

  • Guest
  • Apr 15 2024
  • We're Taking A Look At This
  • Attach files