Reconcile - Add Notes for later reconciliation
On the reconcile it would be really useful to add a note to transactions on the left hand side of the screen so it's easy to reference the correct invoice/account later on - we take deposits long before the invoice is finalised and this is hard to track back sometimes, particularly when making a cash deposit to the bank or the money has come in on the card machine and could be much faster if a note could be left with the account it relates to until it can be reconciled.
1
vote
Louis Saxelby
shared this idea
Is there a reason the note cannot be left in the Discuss tab, Louis?
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Optimus Fintech
commented
Reconciling payments or finance includes a set of operations. To perform it effectively and easily, you can check here: