Auto Bank Reconciliation - Ability to send receipts
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
Great to get your feedback here and understand while automating the reconciliation is useful, there are still other processes that you'd usually run that you need visibility of this for (like sending receipts).
Right now, we're getting a gauge of the wider interest for this here and I'll be sure to share if there are any updates.
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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.