Attachment to bank feed
Clients should be able to attach the vouchers to the bank feeds then the accountant can review the voucher and code the transaction. As it is, whoever attaches the voucher has to code the transaction. This is risky for a non-accountant. If the accountant is sent attachments and they have to work out what bank feed it relates to before coding it is inefficient.
Peter Saxton
shared this idea
Hey Peter, thanks for raising this idea with us. We just need to clarify a few things as we are not sure what is meant by 'voucher'. I am assuming you mean an attachment (receipt) that is uploaded when reconciling a bank statement line as this would happen when a transaction is created (coded) in the Reconcile tab in the bank account. However if you could give us more detail we can review this idea fully.
