Written by August is right around the corner, and our version upgrade to 6.1.0 will be coming with it! Read below to see some changes we’ll be making with that upgrade.
Even more improvements to the Reconcile screen?! There sure will be! In the upcoming version upgrade, we’ll be adding a few more key features to help streamline your reconciliation process.
First up: the Audit Report button! Now, when viewing any completed or previously completed statement, you can click the Audit Report button at the top of the screen to view all audit events pertaining to that statement. This is a quick and simple way to see when the statement was initially completed, what the cleared and ending balances were at that time, and whether the statement has been edited and/or re-reconciled since then.
Second: new tabs for documents and notes! Just like documents can be attached to clients and transactions, they can now be attached directly to statements on the Reconcile screen. This would be a perfect place to link bank statement files to reference while completing or reviewing reconciliations. You’ll also be able to type notes about each statement to remind yourself (or other reconcilers) what you were thinking or where you left off.
And last but not least: new wording on the Reconcile Range screen, which will now reference “Transaction Type” (instead of Payment Method) to make it clear that you can also clear/unclear ranges of deposit and transfer transactions.
Are you looking forward to these new features? Let me know in the comments below, and stay tuned for more upgrade change reveals in the coming weeks before 6.1.0 is released!