Mvelopes Customer Ideas

Reconcile accounts

Being able to reconcile accounts was possible in MV4. If for some reason the account transactions are out-of-sync, I no longer know what to do.

  • Al J
  • Oct 20 2020
  • Shipped
  • Attach files
  • Gina Smith commented
    21 Jan, 2021 07:44pm

    Do we have an update on the planned rollout of this feature? It is now January 2021.

  • Guest commented
    28 Dec, 2020 07:56pm

    Reconciliation is Accounting 101, not sure why it's not on v5, it's very frustrating that it's hasn't been added yet! Like others said, I have no idea if my balances are correct, especially since after the transition to v5 my envelopes and account balances got messed up. Please get this added!

  • Elizabeth Horton commented
    22 Dec, 2020 06:00pm

    Any update on why this feature is still not available. It just keeps getting delayed and delayed and delayed and delayed and the export reports are still messed up as well so I cant even use the work-around that you suggested. I have 40 statements that I have not been able to reconcile since August and this is causing huge problems!

  • Elizabeth Horton commented
    13 Nov, 2020 08:51pm

    Wow, this just keeps getting delayed months and months more! I've been being told since August that this was coming really soon. Last time it was promised by mid-November and just recently (when I was told that the issue with exporting reports that was making the workaround to reconcile with exported reports even more useless than the idea already was had been fixed... except it isn't fixed at all) that this was almost available and now it is only going to Beta and even that delayed another month. I have 27 statements waiting to be reconciled and because I can't reconcile was delayed from realizing for 3 months that several big checks hadn't been cashed by the people I wrote them to. So at this point the exported reports aren't functioning correctly and I have 4 months of statements some of which have hundreds of transactions each waiting.

  • Wes Shelnutt commented
    13 Nov, 2020 07:30pm

    Reconcile is in development currently and will be deployed in Beta end of November/early December.