We need this feature for ease of communication between our bookkeeper and me as the owner. Right now he has to create his own list in excel of transactions that need to be discussed or followed up on. It's highly inefficient. It would be much better if there was a simple way for him to flag transactions and run a report on flagged transactions so that we could discuss together without creating a parallel, manual report.
We need this feature for ease of communication between our bookkeeper and me as the owner. Right now he has to create his own list in excel of transactions that need to be discussed or followed up on. It's highly inefficient. It would be much better if there was a simple way for him to flag transactions and run a report on flagged transactions so that we could discuss together without creating a parallel, manual report.