Reconcile period - Ability to attach files
Being able to attach files to a reconcile period. This would be useful to easily reference supporting documents like the statement the period has been reconciled off.
Stephen Carter
shared this idea
Hey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.
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Optimus Fintech
commented
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Rodney Cuaresma
commented
Reconcile period - include "closed by" and the "timestamp" when exporting the report to PDF.
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Jordan King
commented
Having the ability to upload the Bank Statement to the Reconcile Period section would be very helpful so that the bank statement from the bank is available when reviewing the period in question.
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Ingeborg Keane
commented
i hate reconciling a batch payment and then having to search for an invoice, scroll down to the bottom, click on the payment, then add a document relating to the payment. just let me add it at the point of reconciliation PLEASE