Reconcile Period - Add Last Reconciliation Date for Quick Reference
When using the Reconcile Period feature for clients with multiple bank accounts, it is time-consuming to click in and out of each account to check if reconciliation is needed. It can also be difficult to remember which account you left off on, especially when reconciling at different times throughout the month.
Displaying the ending date of the last reconciled period next to "Reconcile Period" and/or on the dashboard would provide a quick overview of the last reconciliation for each account, improving efficiency.
4
votes
Jennifer Kustra
shared this idea
-
C. Basira Kroll
commented
This would hugely improve the month end close process as currently every bank account must be looked at individually taking several clicks to get there! This would save minimum 15 minutes every month on most clients.