Reconcile - Link to open matched item
In the Reconcile Accounts view it would be great to be able to have a link to the item you are about to reconcile - like the "more info" on the statement side of the reconcile view. Often payments appear to match but it can be hard to tell without seeing the detail on the invoices or payments that have been registered against the invoice.
Rob Allan
shared this idea
Hi everyone, we appreciate the feedback here. Being open this isn't something we have planned in bank reconciliation atm and not getting a lot of interest overtime we will soon remove this idea from product ideas.
While a click away, if a transaction has been matched you'll find you can click Find & match above which'll open the model and you can get a little more detail about the transaction that's been selected, or click on the transaction to open it in a new idea and inspect further.
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claire Gourley
commented
It would be great to see the reference (job) number for the matched invoice in the reconcile line when it is green rather than having to open the find and match tab.
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Optimus Fintech
commented
For effortless financial reconciliation practices, refer to this page:
https://optimus.tech/product/ai-in-payment-reconciliation
To achieve accurate transactions reconciled.