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
Hi Stephen, appreciate your feedback from this other idea on reconciling to a statement. I've turned this into a new idea that we can begin to track in the forums here and get a sense of the community support for.
Our product team are considering additional functionality including the ability to attach a PDF bank statement to a period however we want to be upfront that we don't have any immediate plans for it just yet. I'll keep you looped in if there are any updates.
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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