Bank Reconciliation: Add the ability to search by contact account number when matching transactions
Bank Reconciliation - Match Does Not Work with Contact Account Numbers
The ability to search by contact account numbers when matching bank transactions is essential as most deposits on the bank statements are referenced with the client/customer account number only. The bank reconciliation ignores contact account numbers in totality.
Tania Davy
shared this idea
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Andrea Osborne
commented
This would be a game changer for us and allow us to have our perpetual transactions on direct debit to be a set and forget process. It really does seem pointless to have an account number field with no functionality.
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Christo Human
commented
When will this feature be abailable?
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Tony Millington
commented
The search facility allows a number if options but not the contact Account Number; which is a unique number ideal for matching amounts paid into the bank account. Please add this into the search options.