Settings and activity
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8 votes
Great to get your feedback here and understand while automating the reconciliation is useful, there are still other processes that you'd usually run that you need visibility of this for (like sending receipts).
Right now, we're getting a gauge of the wider interest for this here and I'll be sure to share if there are any updates.
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Andrew Deptford
shared this idea
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38 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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487 votes
Hi community, we'd like to share an update as we've released new size options for a few more widgets. In addition to the Chart of accounts watchlist and Cash in and out you now have the option to Resize the following widgets;
- Tasks
- Net profit or loss
- Bills to pay
- Invoices owed to you
Along with this release, once the Homepage is saved and when the Small option is selected for either Bills to pay, or Invoices owed to you widgets, there'll be the option to toggle the chart on or off from the Homepage.
We'll be extending Resize out to more widgets soon, so I'll continue to keep you updated here.
An error occurred while saving the comment 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.