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  1. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Lana Tomson, CPA, CGMA, MSA commented  · 

    It would be beneficial to attach a pdf bank statement to a specific bank account. For example, once month is closed, I'd like to have a bank statement uploaded to a specific bank account instead of being uploaded into Files [so it would be nice to have that option under Reconcile / Import a Statement for each bank account.

    Lana Tomson, CPA, CGMA, MSA supported this idea  ·