Settings and activity
3 results found
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3 votes
Thanks for your feedback, Andrea. Just to check so I can share back with the team appropriately - In terms of the auto reconciled transaction was this for a payment reconciled to an invoice in your organisation?
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Andrew Deptford
shared this idea
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21 votes
Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
Andrew Deptford
supported this idea
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452 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
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Andrew Deptford
commented
Totally agree with this. I would like to be able to see two bank accounts and Debtor and Creditors WITHOUT the need to scroll.
If my customer Mr Smith pays me £1000, Auto reconcile will recognise it and reconcile it against the Invoice I sent to Mr Smith.
IF I'm receiving 5, 10 or 100 payments per day, I may miss the fact that Mr Smith has paid me.
I like to send a thank you/receipt (I'm old fashioned) and then use the receipt to close Mr Smiths's open file.
I can't do that if it is auto-reconciled among a bunch of others.
I could 'miss' it.