Settings and activity
3 results found
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13 votes
Hi team, as we continue to closely monitor feedback about the new Homepage we really appreciate your input and feedback on the view of bank accounts here.
We understand how having a more compact view of all bank accounts to see the information you need at a glance would be useful and are picking this idea up to dig deeper. I'll be back to share any news around this with you all here. Thanks
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Philip Roberts
commented
A single (vertical) panel for bank accounts. With the net total of all balances at the top and each account listed in a table below.
The table has the bank logo, name, balance and and whether it is reconciled or not.
There should be a toggle on the widget to show/hide balances with an additional default toggle on the bank settings (i.e. show balances on homepage Y/N) - some people will want a default of 'private' others will want a default of show. Many users will occasionally want to hide the balances.
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17 votes
Appreciate your feedback, Bryony. Our product teams have a close eye on the feedback coming through for automated bank rec being in beta atm.
We'll keep a watchful eye on the interest of this here and I'll share if there are any updates 🙂
An error occurred while saving the comment Philip Roberts
commented
Just had to go through all the stuff that JAX got wrong on auto reconcile - incorrect account coding mostly.
Took MUCH LONGER than manually reconciling would have done.
This is not fit for purpose as it stands - customisation to 'exclude' accounts from JAX guessing wrong or a setting to just apply the bank rules automatically would be helpful
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103 votes
An error occurred while saving the comment Philip Roberts
commented
@Ruth Ward
Yes, the absence of a 'dispute' flag and process to capture communication n the notes automatically is a major omission.
Our workaround is to prefix the reference for the suppliers bill with ***Disputed***
so INV10245 becomes ***Disputed***INV10245 which makes it stand out like a sore thumb in the 'overdue' bills reports etc.
When the dispute is resolved we apply the credit note and remove the ***Disputed*** prefix. Have to remember to update the notes each time we speak to the supplier though.
Allow more than one 'group' of accounts with users able to select which accounts go into which group by way of a check box.
This will allow separation of current and deposit accounts (instant access) from notice required accounts.
Users should be able to have accounts in multiple 'bank summary widgets' so an account could be in 'Bank notice account summary (which contains all the selected notice accounts) ' and 'Barclays account summary' (which contains all the various accounts held with Barclays)
Not sure how multi-currency would work. If a summary widget contains accounts in different currency then either disable the total or calculate the total using exchange rates at *** date/time.