Workpapers - Show variation of bank reconciliation from closing balance
In the bank reconciliation, it would be great to be able to enter the closing balance per the bank statement, and the workpaper shows any variance.
It would also be great if the bank name and a partial account number could be pulled through to help identify accounts where a client has many bank accounts.
29
votes
Adam Grigsby
shared this idea
Appreciate the interest this idea has been receiving and we wanted to let you know that our product team are taking a closer look into this idea specifically.
I'll be back to share any further updates with you all, here.
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Fluid Advisory
commented
This would be helpful on many of the workpapers as well as the Bank Reconciliation