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Status New
Product IRIS KashFlow
Categories Reports
Created by Guest
Created on Dec 8, 2025

SAVE NOTES TO ACCOUNTANT

Some customers are in an umbrella org and pay BACS for multiple invoices together or a customer's partner pays BACS under a different name. So, my accountant is left confused and those payments are sitting in 'Unreconciled Transactions'.

We need a place in Reports or Bank to save a note explaining the customers payment.

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