XPH | Homepage - Filter Bank Reconciliation widget by assigned Manager
Bank reconciliation widget should have the option to show just your clients which you've been assigned to as manager, rather than having to individually select each one. At this stage I don't have the time to select each one, so the whole thing is meaningless & I've turned the widget off.
1
vote
Glenda Shore - Carter & Associates
shared this idea
Hi Glenda, appreciate you raising this suggestion. Being able to filter the Bank Reconciliation widget by Manager could make it much easier to monitor assigned clients across a large practice.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would help your practice, add your vote and let us know how you’d use the filter.
