163 results found
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Bank Reconciliation - Show number of lines 'Auto-reconciled' since last login
Add the number of transactions that have been auto reconciled (since last login) for each bank account so that we need to check the auto reconciled transactions rather than think that there is nothing to reconcile. Now we have to drill down into each account to check if there was anything and this takes longer than reconciling the transactions in the first place, making it easier to turn off the auto reconcilie functionality.
1 voteHi Kathy, a quick “recap” of what’s happened while you were away could be really useful—especially when automation is handling a lot of the work, it’s reassuring to have that confirmation without having to dig through transactions.
For now, you can review all reconciled statement lines via “View all reconciled” from the last date you previously checked. It does take manual effort to remember the exact date, but it’s a practical workaround for now.
We’ve moved this idea to Gaining Support, and it’d be great to hear from you and others about how you’d use a summary feature—your examples really help the team understand its potential impact.
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Homepage - Cash in/out Graph ability to set longer period
Currently this only shows over a 12 month period when in all cases I'd like to see how well each customer or supplier has performed against the same month last year.
At worst could this not simply be a 15 month graph (as if it were 13 then the previous month/previous year would drop of when everything was in by the beginning of the following month?
- at best could you select filters to compare even the past 3 years by month etc...
5 votesWe appreciate the feedback on having more controls over the period of the cash in and out widget.
With the rollout of the new Homepage underway our product teams have a close ear to the ground of feedback and I'll be sure to update if there is any changes planned for the periods of this widget here.
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Homepage - Add a tracker for deadlines
I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).
50 votes
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