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Automatic Forte Deposit reconciliation

If you use Forte, when Forte deposits amounts, the system should automatically notate which deposits were made and put them into deposited funds. The deposited funds should clearly notate the date deposited and how deposited (via forte). Forte has all this data so pulling it in should not be an issue. Then there should be some sort of reconciliation process to allow users to do a manual reconcile to bank statements (quickbooks does a nice job of reconciliation)

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    Place, Gehring shared this idea  ·   ·  Admin →

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