Settings and activity
5 results found
-
6 votes
Appreciate familiarity to the way your clients may have worked with another system.
As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this?
@Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here.
An error occurred while saving the comment -
131 votes
Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.An error occurred while saving the comment 
Zoe Hellmuth
commented
The option available isn't currently working. This would help to save time on a lot of manual checks.
Zoe Hellmuth
supported this idea
·
-
40 votesZoe Hellmuth
supported this idea
·
-
53 votesZoe Hellmuth
supported this idea
·
An error occurred while saving the comment Zoe Hellmuth
commented
It would be useful to run a report on cost of sales codes and see which projects they have been allocated to. This will highlight where costs have not been allocated.
-
6 votes
An error occurred while saving the comment Zoe Hellmuth
commented
It would be useful to see the supplier names on the project reports to allow cost referencing to cards
Zoe Hellmuth
supported this idea
·
I'm loving the uncoded statement reports. What would be useful is a note of a date that the account was last reconciled. Some clients will import a bank statement and month end then reconcile. If the statement isn't loaded it won't highlight that the bank has not been imported. I have a client that has 9 entities so running this report ahead of starting the management accounts and sending to the client is going to be really useful, but at the moment i'll still need to check for entities where bank transactions have not been loaded.