Reconciliation - Notify users when there are new entries in Discuss tab
the discussion tab in bank reconciliation is a wonderful tool to communicate issues encountered in doing bank reconciliations. What would make it better would be if there is an option to notify specific users when a new entry or response has been entered in the tab. This would increase productivity for service providers and allow their clients to respond quicker to queries from their service provider
Vincent Lee
shared this idea
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Tim Blatch
commented
This a a great idea, as otherwise the client has to notify me, usually via email or SMS, that there is a comment for review - in which case they might as well tell me the problem straightaway
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Christina Duff
commented
It would be nice to be able to find all the Discuss comments summarized somewhere, and to be able to simply send the client a link for them to review them all at once in the same place.
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Jenni Hounsell
commented
It would be wonderful if we could tag a user in the discussions tab of bank transaction ie @jo smith could you please advise this transaction details etc - this would then alert them via email to deal with a discussion?
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Fiona Selby
commented
A unique reconciliation URL for To discuss reconciliations. As a property manager with 100's of weekly reconciliations and often payments to discuss it would make life soooooo much easier if when a discussion item was created that a unique URL was created for that specific reconciliation item so we can put it in our admin workflow rather than scrolling through pages of reconciliations. I hope that makes sense
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Diana Ketel
commented
This is a fabulous Idea, I fully support this. It would help bookkeepers who are waiting on info from clients, by being able to tag them in a question or comment and bring it to their attention! Great Idea Vincent!
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Lisa Collis
commented
Could you please create email notifications triggered by an @ mention in the Discuss box in the Bank Feeds. That way if I @ mention a Manager or our accountant with a question, they are notified that they need to respond. Thank you