Enable in-app messaging for bank transactions
Enable client messaging for bank transactions.
When an unidentifiable bank transaction appears on the bank feeds (such as a cheque payment) then it would be brilliant to be able to message the client via their app to ask what it was for, in the same way you can do for invoices.
3
votes
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Carmen Morris
commented
I completely agree. The Dext Prepare features for messaging is only half-baked. We can chat about items, but not about unreconciled bank transactions we don't know how to code. I'm amazed this feature doesn't have higher priority. The biggest battle of most bookkeepers is getting items and answers to questions around transactions.