Bank Reconciliation - Reconcile both sides of a Transfer in one go
When reconciling transfers between accounts, it would be great if the reconciliation of the transfer in 1 account automatically updates the other so you don't have to reconcile it in 2 places
5
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Debbie Skinner commented
This would be a complete game-changer and I don't understand why it isn't possible yet (and was doing it in MYOB 7yrs ago!).
I'm a bookkeeper and have clients who transfer between multiple bank accounts (some with similar account numbers). To make sure recs are right, I open both accounts on separate screens, cross reference dates & amounts and reconcile at the same time. -
Optimus Fintech commented
For effortless and quick bank reconciliation steps, view this page: https://optimus.tech/banks-reconciliation