Forum

Ask, reply and learn. Join the community of Akaunting.

New Discussion

Memo field in Reconciliation module

Wayne   ( User )

Commented 3 years ago

Hi team
I did my first round at using the bank reconciliation and it went quite well. It feels natural and works as expected. However, in my case, I had two transactions which could not be reconciled. My plan was to save the reconciliation in an 'unreconciled' state (nice feature by the way) and then leave a memo for my Accountant. However, there is no way to leave notes for other users here.

It seems like it might be super helpful and very easy to add a block field for text which can be saved with the reconciliation whether it is reconciled or unreconciled.

I hope you can consider this and thank you.

Wayne   ( User )

Commented 3 years ago

Also, it might be smart to include the attachment upload module to this reconciliation in case a book keeper wants to scan their pen/paper reconciliation notes and include. I think attachment module always smart to have with something like this.

Please login or register to leave a response.

Showing 1 to 2 of 2 discussions