Reckon Product Ideas

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Make the customer name visible in the reconciliation window

One of the businesses that I work with sends out most it accounts four times a year. Many of the accounts are for the same amount, it is common form many of these accounts to be paid on the same day.

In the deposits area of the reconciliation window the following fields are shown Date, Chq#, Memo and Amount. No where is the the name of the depositor shown - I like to make sure that when I reconcile that I am reconciling the deposit against the correct customer to avoid any situation where the same deposit amount is recorded against the wrong customer. This type of error would take a long time to resolve. My work around has been to drill down into the deposit transaction and populate the memo field with the customer's name.

Addition of the customer name field in the deposit area would streamline this process and make it much more robust.

  • Guest
  • Aug 8 2021
  • Already exists
  • Aug 9, 2021

    Admin response

    This option exists. You simply need to include the Payee from the Columns to display in the reconciliation window.


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