Settings and activity
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101 votes
Stacey Smith
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38 votes
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
Stacey Smith
supported this idea
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1,433 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Stacey Smith
supported this idea
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215 votesStacey Smith
supported this idea
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An error occurred while saving the comment Stacey Smith
commented
Agreed...showing it on the check stub makes it clear to the vendor why the payment is short for the invoice listed.
On the Bank Reconciliation Summary report, in the description column, when more than one bill was paid on the same check, it says "Payment: multiple item" instead of showing the contact that was paid. Why??? Of all places, on my list of outstanding items, I want to see to whom these checks were written. Please change this. This is our best moment of opportunity for fraud detection and it is obscured with "multiple item" which has zero relevance on this report.