Ideas

Alerts/Message for transaction matching

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Alerts/Message for transaction matching

Finance

I would love alerts or messages to pop up in the information that is displayed from the person's profile during transaction matching. A handful of people would like certain checks to be connected to a specific profile or have specific requests/issues that they have. It would be nice if any financial notes like that would populate (just like the address and campus populate) during the transaction matching process. This would really help, especially when we get to year-end and people call about corrections needing to be made and that it has been an ongoing issue for them. 

Photo of Tanya BudeySubmitted by Tanya Budey, Athey Creek Church  ·   ·  Finance
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