Bank reconciliation report to show contact reconciled to
Bank reconciliation - A report that will show each bank transaction and then which invoice it has been reconciled against, as a way of having a quick way to check something has been reconciled incorrectly. Currently, the only way is to view each transaction through the account transaction report.
Catherine Sizer
shared this idea
Good to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions?
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John Pitman
commented
What is missing?: Invoice date and transaction date on the same screen;
Bank narrative and Invoice description on the same screen.
Account coding at the same time would be a useful check
This would save a few cases of RSI through mouse clicking!