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  1. 7 votes

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    Hi Stephen, appreciate your feedback from this other idea on reconciling to a statement. I've turned this into a new idea that we can begin to track in the forums here and get a sense of the community support for.

    Our product team are considering additional functionality including the ability to attach a PDF bank statement to a period however we want to be upfront that we don't have any immediate plans for it just yet. I'll keep you looped in if there are any updates.

    Stephen Carter shared this idea  · 
  2. 26 votes

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    Stephen Carter commented  · 

    When adding files from the library, there should be an option to select the file from the preview screen. This prevents having to remember the name of the file you are previewing, then selecting it to add to the transaction

    Stephen Carter supported this idea  ·