Bank Accounts - Bank feeds and reconciliation more visible
The options to update bankfeeds & reconcilliation report is not on the homepage on the new lay-out, how do you get that now?
Corrie Prinsloo
shared this idea
Hey Corrie, thanks for raising this with us and for the screenshots, however this doesn't look like the Homepage, rather it looks like the Bank Account page you get to via the Accounting tab.
If we can get some more details around the experience you are describing, on the New Homepage you can see the items to reconcile and if the bank feed needs updating or refreshing, so we can adjust the status and look at the idea.Thanks :)
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Glenda Shore - Carter & Associates
commented
Using the new layout for the bank accounts, rather than having to access the unreconciled statement lines via clicking on the 3 dots & then clicking on the report, it would be great to be able to access it from the home page as was the case with the old layout & much easier & more efficient when having to produce same report for multiple clients.