Bank report - Date last reconciled
Can we have a report showing the last date of bank reconciliation completed for clients?
This would be beneficial for me, listed by clients but also for the client.
3
votes
Renu Elston
shared this idea
Hi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below.
Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.
