Add an Attachment option to the Bank Reconciliation in Modern.
Classic Cloud MIP has a paperclip to attach the bank statement to the bank reconciliation screen but it takes forever. Please add the drag and drop attachment option to MIP Modern Bank Reconciliation page.
Comments: 8 Oldest | Newest | Most likes | Fewest likes
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03 Aug, '23
Wendy G. MergedThere is not an attachment option on reconciliations in the MIP Cloud version. We would like to have the option to attach any backup paperwork we have like the actual copy of the statement in MIP Cloud. Instead we have to move over to the classic version to attach.
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10 Aug, '23
John Michael Admin MergedHi Wendy! Thank you for bringing this to our attention. This request makes good sense and would benefit all. We'll start looking into it. Thanks again!
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17 Sep, '24
Vicente Garcia MergedAttachments cannot be seen in the reconciliation page (cloud view), the solution (not the best) is to open the attachments library and guess which document is there, unfortunately there's no way to find out if the proper attachment is in the right reconciliation.
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19 Sep, '24
John Michael Admin MergedHi Vicente,
Thank you for the suggestion, we will put this one up for voting.
best,
John -
24 Sep, '24
Vicente Garcia MergedHello,
I made the same suggestion a few days ago and it seems that we have to vote on both, is there a way to merge these requests? -
07 Nov, '24
John Michael AdminHi Shelley,
1
Thanks for the suggestion, we'll put it up for voting.
Best,
The MIP Team -
2 days ago
Janine Allen, Sr. Product Manager, MIP Admin"Attachments view in Credit Card Reconciliations" (suggested by <Hidden> on 2024-09-17), including upvotes (7) and comments (1), was merged into this suggestion.
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2 days ago
Janine Allen, Sr. Product Manager, MIP Admin"Ability to Attach Backup Documentation to Reconciliations in MIP Cloud Version" (suggested by <Hidden> on 2023-08-03), including upvotes (6) and comments (2), was merged into this suggestion.