Let clients choose a "proposed category"
Amanda Aparicio
Within the Month End close feature, clients can only add comments to each transaction. They cannot actually update anything about the transaction.
It'd be nice if we could give clients the list of the Chart of Accounts and let them select the specific account for a transaction. On the firm user's side, this would show as a "Proposed Category" so that I can either just approve the change or ignore and select something else.
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Amanda Aparicio
Merged in a post:
Let clients classify/categorize their own transactions during month-end close review
S
Sarah McClung
Let clients classify/categorize their own transactions during month-end close review — not just view them or answer questions about them. Strength In Numbers uses Financial Cents for ~90 monthly bookkeeping clients and would like clients to be able to categorize transactions themselves during the month-end close review phase.