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Add column in Bank Reconciliation for Transaction Type = Check or Advice in the Payments Tab

Sometimes the check and advice numbers overlap and it is difficult to differentiate between the two in the Bank Reconciliation Screen. It is not an option to change the advice number since it is system defined without a possible data fix that is a billable item or add leading zero's or letter to the check number. Some bank will have sections on their bank statements to separate out paper checks and direct deposits so it would be ideal to have this column

  • Nicole Hoff
  • May 28 2020
  • In Review
Company Viewpoint
Job Title / Role Application support
I need it... Yesterday...Come on already
  • Attach files

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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