Settings and activity
4 results found
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33 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
Matthew Spears
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112 votes
Hi team, apologies we jumped the gun a touch on the idea here.
Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.
Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.
Matthew Spears
supported this idea
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94 votes
An error occurred while saving the comment Matthew Spears
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109 votesMatthew Spears
supported this idea
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As per Fancisca's comment, without this functionality the new Workpapers feels largely unusable.
There are a lot of aspects which we have custom templates set up for in the Classic Workpapers which in the new system, we would need to spend time doing manually elsewhere and would need to attach into the notes section. This isn't ideal and the extra time spent doing that defeats the object of the Workpapers in the first place.