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CoPilot customer account suggestions in bank reconciliations

Oliver Reavley on 7/29/2025 1:09:08 PM

In the bank reconciliation page when the cash receipt from the bank statement is transferred to general journal it would be helpful if CoPilot had the ability to suggest a customer account and the invoices it could relate to.

Category: Financial Management
STATUS DETAILS
New

Comments

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RE: CoPilot customer account suggestions in bank reconciliations

Haseet Sanghrajka on 7/29/2025 1:10:59 PM

would be useful for it to do this in accounts payable too.

Category: Financial Management