MichelleNT's avatar
MichelleNT
Experienced Cover User
11 months ago
Status:
New

Cheques in numerical order

With a number of clients still using physical cheque books, it is extremely frustrating and time consuming to work through the presented cheques in Essentials bank feeds as they do not run in a numerical order.  This makes identifiying presented and unpresented cheques extremely difficult.  Currently we are running excel spreadsheets to keep track of cheques as they are presented, so it is much easier to identify unpresented cheques to query with the client.  But again, this is more time consuming than it should be.  The ability to run a report also of cheques presented would be appreciated.  I have attached a file which shows how cheques currently present in bank feeds so you can see what the issue is.

1 Comment

  • Hi MichelleNT,

     

    Thank you for your feedback and suggestions. We understand how frustrating and time-consuming this has been, and we apologize for any inconvenience this has caused you. While that feature isn't currently in our system, we will surely raise it with the relevant team for consideration.

     

    Thanks again for taking the time to flag your concern. We always appreciate your feedback and suggestions.

     

    Cheers,

    Princess