check reconciliation
In the bank reconciliation, checks paying multiple vouchers do not get matched with the csv upload and have to be reconciled manually. This makes the bank recon more time-consuming and leaves room for more errors. is there a way to fix this so that all checks get matched with the csv upload? We had over 100 checks paying multiple vouchers last month - would be great not to have to reconcile manually. Issuing several checks to the same vendor is not an option - sometimes there are dozens of vouchers linked to one check/vendor and it would make check signing quite burdensome.
Didi De Almeida
shared this idea
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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Anonymous
commented
I would add the ability for credit card donations to total to match the deposit into our checking account instead of each one listed separately.
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Michele Jeican
commented
This happens to me when we use multi-fund grants as well so I stopped using the csv upload to clear my checks, which is very time consuming and more prone to error.