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IRIS Financials Ideas Portal (Commercial & Charity)

Identify who has reconciled a transaction

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

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    • Admin
      Graham Fain
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      Mar 21, 2023

      Thanks for your feedback Christopher, we agree its a great idea. We will be including this in an enhancement to Financials which will improve audit trail capabilities across the application. This is scheduled to be worked on later in the year. We will keep you posted on progress.