Status
Shipped
Created by
Guest
Created on
Feb 28, 2023
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Merged idea
This idea has been merged into another idea.
To comment or vote on this idea, please visit AGILLINK-I-1622 Bank Reconciliations - Attaching Images.
Auto Bank Reconciliation - Images to populate for Debit card/ATM activity (CNB)
Merged
If it is possible for images to come through from the bank that can be available on the auto bank rec screen, that would save a lot of time for users, if images are required for Payments. Currently the pocket account check images come through, but none for images for debit card/ATM transactions.
Additionally, we have many clients that use there ATM cards to purchase things that are not personal. As such there is a significant need to code directly from the Bank Rec to other entities. (Think one entity is only personal expenses and the other only business.)
Recording these would be greatly streamlined if we could either code intra-client while training the code or via memorized codes on the vendor definition.