It would be really nice to have a summary report of key items for each entity that can be quickly scanned to look for red flags.
Some items off the top of my head:
- Oldest Unreconciled Transactions (215 days ago)
- Number of Unreconciled Transactions (15)
- Value of unreconciled items ($13,257)
- Receivables older than X months (5%)
- Payables older than X months (7%)
- Duplicate Contacts (7)
- Duplicate Transactions (9)
To double down on this feature, it would also be fantastic to have a dashboard with with the Quality Control score of all of my clients at a glance to know which clients would have red flags.
If other folks have things they’d like to have flagged, please chime in!