Alerts

In the event that a large payment was repeated annually, an alert should appear to ensure the cost had been spread across the year via journal entry.  So in this scenario the payment should be posted to prepayments and a journal entry for roughly 1/12th of the figure (without tax) should be in place.

Alert when a bank statement record, (which has a reference of X, and has been previously reconciled as a bank transfer N times), is now reconciled to something other than a bank transfer.

constantly see issues with accounts clients or our team setup

Two suggested Alerts related to Conversion Balances: Conversion balance has not been saved - often we inherit files where conversion balances are never entered, or they are entered and are not saved - this can have a significant impact on data quality moving forward. Journals posted on or prior to date of conversion - this means that the data will not be correct - conversion is not correct and somebody has tried to correct using a journal, which has no impact