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Status Under Consideration
Created by Guest
Created on Jan 3, 2024

Add a bank rec calendar for easy undo of bank rec

When wanting or needing to undo a bank rec for any reason, if the bank wasn't reconciled to the last day of the month, AgilLink will require you undo the bank rec to the date it was last reconciled. If you don't know what date that was, it can be very hard to find. The suggestion is to show a calendar of the month with all the dates that had reconciliations happen on that date so the user can just select the date that needs to be unreconciled and unreconcile it then.


This would greatly add to the user experience, since users wouldn't need to guess and check each day during the month.

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