Bank Reconciliation
We work primarily with customers Direct Depositing funds to our Trust account and I require the ability to produce a report on a daily basis that matches this regardless of the Date Entered.
For example, Payments made to us today do not show detail until tomorrow and thus cannot be entered until the following day. This is creating a problem whereby we cannot reconcile bank to RMS on a set period basis.
You have the option to enter a date banked in the receipt field yet it will not allow me to produce a report based on this information.
Thanks
Cassandra
shared this idea
We are pleased to advise that this feature has now been released and is currently available in our Beta environment under RMS 9+ Version 10.18.339.12.
We appreciate your valuable feedback and look forward to introducing exciting new features from our user suggestions in the coming months.
Kind Regards,
RMS Product Development