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Online Banking

edited Jan 8, 2020 3:34AM in SuiteCloud / Customization 2 comments

Has anyone found or heard of a 3rd party program or scripting work done that allows NS to perform online banking downloads and online account management like Quickbooks's Online Banking does?

QBKS online banking is so useful in managing daily transactions - expecially credit cards and "auditing" those transactions to make sure fraud isn't occuring.  Being able to match transactions with the downloaded data each day is helpful especially with outside sales staff using credit cards and then knowing which receipts haven't been turned in as the transaction hasn't been matched.  Month end reconciliation is a breeze as you have a list of "unmatched" transactions that you know you need receipts for before recon.

Andrew Roach

President

Drew Telecom Group, Inc

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