Skip to Main Content
Status Potential for future consideration
Created by Guest
Created on Nov 3, 2021

Add auto-fill option for dates in the Reconcile Auto screen

Users would like the option to save or auto fill dates in the Reconcile - Auto screen when selecting All Clients or Enter clients from the drop down. This would save time when reconciling the same month on multiple clients (i.e. Reconciling October, turn on auto fill for 10/1 - 10/31).

  • Attach files