Reconcile - Link to open matched item
In the Reconcile Accounts view it would be great to be able to have a link to the item you are about to reconcile - like the "more info" on the statement side of the reconcile view. Often payments appear to match but it can be hard to tell without seeing the detail on the invoices or payments that have been registered against the invoice.
Rob Allan
shared this idea
Hi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details.
Is this what you were after?
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claire Gourley
commented
It would be great to see the reference (job) number for the matched invoice in the reconcile line when it is green rather than having to open the find and match tab.
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Optimus Fintech
commented
For effortless financial reconciliation practices, refer to this page:
https://optimus.tech/product/ai-in-payment-reconciliation
To achieve accurate transactions reconciled.