Reconciliation Note Box

2
4 years agoopen0

I think a note box in the reconciliation screen would be incredible helpful. I do weekly reconciliations of our accounts. A lot of times you end up chasing something down or have to step away. Or sometimes your amounts are off and you want to make a quick note as to why so when you return to reconciliation. It would also be nice to note which transaction was the last one you reconciled to pick back up quick and easy.

I think a note box in the reconciliation screen would be super helpful so that you can make quick notes on a process that takes complete accuracy.

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