Auto Bank Reconciliation
Auto Bank Reconciliation works for me - BUT I like to send receipt to paying customers.
Sometimes it reconciles and doesn't TELL ME that a customer has paid !
I actually chased someone for payment last week who had already paid - But Auto-Reconcile hadn't told me !
Andrew Deptford
shared this idea
Thanks for your feedback, Andrea. Just to check so I can share back with the team appropriately - In terms of the auto reconciled transaction was this for a payment reconciled to an invoice in your organisation?
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Andrew Deptford
commented
If my customer Mr Smith pays me £1000, Auto reconcile will recognise it and reconcile it against the Invoice I sent to Mr Smith.
IF I'm receiving 5, 10 or 100 payments per day, I may miss the fact that Mr Smith has paid me.
I like to send a thank you/receipt (I'm old fashioned) and then use the receipt to close Mr Smiths's open file.
I can't do that if it is auto-reconciled among a bunch of others.
I could 'miss' it.