Ask client for statements from the Account Reconciliation section
R
Richard Schisler
Can you add a feature to ask a client for a statement directly from the Account Reconciliation section? For example, if we need a EOY Statement for a loan or a shareholder loan, we can ask for the statement directly from the loan account from Account Reconciliation. This way the client will see the name of the account and the balance.
G
Glenda Garcia
Oh my! YES!!!! YES!! Please!
D
Dandi Holec
Agree - great idea!
J
Jill Shalett (DO NOT USE - OLD BRAND)
Love this idea - that would be great!