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Status New idea
Workspace Reckon One
Categories Banking
Created by Guest
Created on Jun 6, 2024

Document attachments to bank transactions

When you are in bank transactions, you need to save the transaction, then go into Reckon transactions, find the transaction and then attach the document. It would be logical to be able to attach the document to the transaction in the initial stages, thus reducung the work time involved in processing.

  • Attach files