Anonymous
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A better suggestion, I think, is to have all the transactions print in the same report. First list the reconciled transactions and total them, then the unreconciled transactions and total them. Then print the difference.
That would be much easy for the auditors.
An error occurred while saving the comment Anonymous
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Also it would be very helpful if the Reconciliation Details report also had a running total. It would save print the bank statement totals and the reconciled transactions.
At present the Account Transactions report gives you the bank statement running totals but doesnt indicate whether the transaction was reconciled.
The Reconciliation Report gives you the reconciled transaction but not the running totals.
You could do it all in one.
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Hi there,
We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.
Hope this helps.
Regards,
AnnAnonymous
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I agree. I think we need to revisit the management of Transaction Rules. At the moment you have to wade through each transaction and there is option to update a Rule. You either create a new Rule or you manually search through your rules in the hope that you find a set which can be updated with the a rule. This problem gets worse over time because every time you create a new rule for an entry that is only slightly different you make the list of rules longer.
I would like to see the following:
Alphabetically sorted Rules.
Updating on the fly where a Rule is wrong or can be improved or needs updating with criteria that are only light different.
Feature to select groups of unrecognised transaction and create a rule on the fly.
Down the line it would be awesome to have Rules suggested when you click on the transaction.