Settings and activity
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26 votes
To make sure I understand - Would this be to select certain files that are always attached when the rule is used, Jennifer?
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Sarah Sargent
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29 votes
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Sarah Sargent
commented
I am fed up of spending time every January resending out statements to subcontractors and not being able to check if I have sent them previously.
It would be helpful for a) me to check I have sent them monthly and b) to chow the client that I sent them when if if the time is recharged.
Sarah Sargent
supported this idea
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8 votes
Sarah Sargent
shared this idea
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I agree that being able to add a document to the bank rule would be very beneficial. Multiple people access the accounts at different levels and being able to click on a rule and see why it was set up in a certain way would save so much time.