Bank Reconciliation - Add account when reconciling
It would be great if when we were in the reconciliation screen for a bank account and we came across an entry that needed to have a new account added, we would be able to add an account from the reconciliation screen, rather than having to go to the chart of accounts (so, after adding the vendor name in the reconciliation screen, for example, if there was an option when scrolling through accounts to add a new account, that would be great).
Kimberley Dole
shared this idea
Hi Kimberley 👋 this is already possible!
If you click add details from within the Create tab it'll expand the entry window and if you click into the 'Account' field you'll see an option to +Add account 😊
See below 👇
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Declan Cunningham
commented
Please add a feature where you can add a new account directly from the bank rec page. You can add new accounts directly from manual journals which is very convenient, please add this feature into the bank rec. It saves having to go into the chart of accounts and then refresh the bank rec.