Reconcile and Attach Statement
under review
H
Heather Ramirez
There should be a quicker way to attach statements. The pop-up option to "Attach statement" doesn't save any steps. Upon completion of account reconciliation, the pop-up provides an option to "Attach statement". However, instead of this being an immediate action, the user is re-directed to the History by Account screen, where the user has to Select "Attach", wait the drawer to load, select the file, wait for the file to attach, select done, and wait for the History by Account screen to refresh for verification that the file attached properly.
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The status was updated to
under review