Amt Unreconciled before Rec Date
under review
T
Tyler Otto
On the Account Recons, I know you're probably limited by what you can pull from QBO. But it would be nice to be able to see if an account is fully rec'd from the main view. Would it be possible to add a column to the Account Rec Area that showed the Amount of Transactions that are in the "Unreconciled" status that have a date earlier than the "Last Rec'd Txn Date"
Ideally, this should always be zero, so if it isn't, we know there's an Unrec'd Txn that we need to look at.
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B
Ben Stein
updated the status to
under review
T
Tyler Otto
That, or a way to quickly view a comparison of "Balance @ Rec Date", and "Balance of Statement".... but i doubt QBO lets you pull that info through their API