Bank Account - Add 'Reconciled By' column and filter to Reconciled Transactions
I'm just exploring the new "Reconciled Transactions" page and was just thinking how great it would be if, in addition to the "Method" column, there was something like a "Reconciler" column which would show which user reconciled the transaction. This would also be great as a you only want to review the transactions reconciled by a particular user, e.g., the client as an accountant or the owner of the file might like to review a bookkeeper's reconciling. Or even just to see who is the predominant reconciler would make this feature extremely helpful.
Lili Botfield
shared this idea
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Alex Graham
commented
On the reconciled transactions report it would be really useful to have a filter by Method. There is no way of grouping or sorting the autoreconciled transactions and it is useful to be able to find the ones that have been reconciled by "Memory" or "Prediction" so that these can be checked as these are the ones that sometimes need updating so the auto-rec can learn the correct treatment
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Vicky Kerby
commented
Filtering on this report for 'method' would make it easier to group how JAX auto rec has reconciled transactions so these can be reviewed quicker.
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Virginia Sam
commented
Great idea! A 'Reconciled On' showing the date a transaction was entered would also be useful for reconciliation purposes