Reconciliation - menu to jump to next account to reconcile
When in a bank account and want to reconcile another bank bank account, it would be really handy from the drop down where we can choose the next bank account to go to, if the number of unreconciled items could also be visible within next to the name of the bank account.
This stops going back to the homepage to see which account to go into next to reconcile.
Example provided
Amir Kapasi
shared this idea
Thanks for sharing your idea, Amir. We'll start to gather interest in this from your idea here.
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Emily Sams
commented
I agree!! The dropdown to quickly switch accounts is available on the other tabs inside the bank account (reconcile, cash coding, account transactions, etc.). It should also be available on the Reconcile Period tab. Going back to the home page each time to select a new bank account to "Reconcile Period" is a complete time suck.
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Jenna Gooley
commented
In the new Reconciliation module (screen?) there should be a dropdown here (see screenshot) to toggle/navigate between bank accounts so I don't have to click back to Bank Accounts then have to click into the Bank Account to then click AGAIN into the Reconcile module. It saves only one click but three screens of loading time - HUGE TIME SUCK.
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Matthew Boatswain
commented
I agree, this would be a time saver.
Alternatively I suggested a consolidated view linked below.