See Trust Colour in the bank rec screen
It would be great to have the 'Coloured Circle' of a Trust Account displayed on the Bank Rec screen.
It is visible when making the initial selection from the dropdown, if multiple trust accounts setup.
However, the coloured circle is not visible once you’ve landed on the actual Bank Rec page.
For agents with multiple trust accounts, this visual help would be great.
1
vote
Pam Hatwieger
shared this idea
Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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