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
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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