Feature Requests Incident #20112

 


Summary
Project
None
Incident Category
Features
Incident Number
20112
Visibility
public


Product Version
None
Fixed In Version
None


Summary
Online banking interface


Description

Online connection to banks (for online bank rec) Ability to download transactions daily or whatever period for reconciliation (see what Xero does). There is a free service which has a connections to thousands of banks which they are leveraging. I can't remember the name of the service, but I can find out if necessary.


Details
Reporter
fblauer
CRM Account
Trinite Solutions
Status
Confirmed
Assigned
None


Priority
None
Severity
None
Updated
07-01-13 15:24
Resolution
None



Comments

DateUsernameComment
04/21/13 10:07dcsint

This was raised four times under the kickstart project by:

fblauer:
Online connection to banks (for online bank rec) Ability to download transactions daily or whatever period for reconciliation (see what Xero does). There is a free service which has a connections to thousands of banks which they are leveraging. I can't remember the name of the service, but I can find out if necessary.
dkmeans:
I'd also go for enhancements in what we currently call "Bank Rec" - there's a few date quirks still in there, but we really need a "Cash Manager" that gives more flexibility - links to outside bank accounts etc. as suggested - and possibly the ability to have "non-gl" powered transactions - look at the Mint.com application for part of that idea.
Recon iteself of course needs to be g/l driven - but to just be able to "look at the bank balance" before all the monthly stuff is posted.
dustin:
Bank Rec integration
lplummer:
Automated process to record all monthly charges & payments made - similar to quickbooks process that allows for bank and credit card statements to be imported and automatically classified under the correct GL expense account

04/21/13 10:06dcsint

Online connection to banks (for online bank rec) Ability to download transactions daily or whatever period for reconciliation (see what Xero does). There is a free service which has a connections to thousands of banks which they are leveraging. I can't remember the name of the service, but I can find out if necessary.



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Incident History

DateUsernameFieldChange
04/23/13 09:51dcsintCharacteristic Kickstart Added: "True"
04/21/13 10:06dcsintNewIncident Added
04/21/13 10:33dcsintDescription Updated: "Online connection to..." -> "Online connection to..."
04/21/13 14:39dcsintStatusStatus Changed: New -> Confirmed
07/01/13 15:24jrogelstadCharacteristic Time Estimate Added: "80"