Settings and activity
5 results found
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31 votes
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Kirsty Grady
supported this idea
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38 votes
Hi team, appreciate the detail of the idea and how this would make an impact for you. Currently, we don't have plans for adding the Partnership and Trust distributions sheet into the CTR.
We're going to leave the idea open here and track interest but wanted to share an update for you all atm.
Kirsty Grady
supported this idea
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166 votes
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967 votes
Hi community, we’re excited to share an update that's in the beginnings of rolling out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.
This…
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162 votes
It would save a lot of time running through lists and checking client details if returns could be rolled forward. Trying to match our data base with ATO etc wastes a lot of time.