Bank reconciliation - summary of multiple accounts
I would like to see a report that listed all the bank accounts, their balance at the report date and the date of the last imported bank statement line. For a company with more than a handful of accounts it would make it much easier to see which accounts needed to be brought up to date for accounts prep.
Neil Barnes
shared this idea
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Matthew Boatswain
commented
Consolidate all reconciliation entries for all accounts into a single view.
It is extremely inconvenient to have to switch between all accounts to view and make reconciliations.
This issue becomes more problematic with the number of accounts being high. A large number of unnecessary page changes can be eliminated with a consolidated view.
A single consolidated view could also better visualize the relationships of accounts for automatically suggested reconciliation entries.