Reporting - Reconcile period report
Provide a report which shows all bank accounts listed alongside the latest reconciled month for each bank account to provide a quick overview of which bank accounts have not been reconciled.
Hi Maria, thanks for sharing your thoughts on this reconciliation period report idea. It’s been helpful to understand how a single view of reconciliation status for all bank accounts could support the way you manage your work.
This idea has now moved to Gaining Support, so it’s open for the community to add votes and comments. If others would find this useful, it’d be great to hear how it could fit into your workflow or any specific use cases you have in mind. That kind of detail really helps guide what we explore next.