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.
Sha-Lynn Cerda
X100 for this.
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!