Month End Closing Automation
in progress
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Beth Anne Kaczmarczyk
One thing that would be neat is if we upload the reports to a folder then an email auto goes out with them.
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Dustin Pruett
For the different types of pulls or reports. For "recat" for example could we add the ability to either create reports or multiple views to send to the client. Like all recats for xxx CC or all transactions related to this "supplier" or this "description"
Amanda Aparicio
in progress
Amanda Aparicio
planned
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Katie Pomeroy
Hey Amanda! If you are referring to more processes in regards to monthly file review that is EXACTLY what I have been looking for
Amanda Aparicio
Katie Pomeroy: yes, exactly! Feel free to schedule a call using the link below to discuss! (We can also do just one call for Organizers + Month End, if you'd like!)
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Katie Pomeroy
Amanda Aparicio Sounds good! I already booked. I had a call about this with Carolina today about it as well
Amanda Aparicio
Katie Pomeroy, awesome! Looking forward to it!
Amanda Aparicio
💬Feedback Needed!
We are currently considering this feature and need your input! If you are interested in this feature and would like to answer some of our questions, please schedule a call using the link below:
Amanda Aparicio
under review