Bank Transaction Integration
Please build an integration with banking no different than the functionality supported by Quickbooks. EVERY CLIENT HAS A BANK ACCOUNT! This activity is repeated every month by every client. The ability to MATCH and assign accounts, program/services & opportunities should be designed to facilitate full posting information.
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Steven Paul
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Steven Paul
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We do not consider this a 'fluff' requirement. In months where we are into heavy procurement, we have over 800 transactions in a single 30 day period. To balance that many transactions is a huge effort!
We aren't asking for additional functionality at this time .. just same:same to Quickbooks.