Quote:
Originally posted by komrade
Is there a way to view daily activity on TD? As far as I can tell there isn't and this is an important feature.
For example today I can see my account balance go up but it doesn't match the daily sales report. I'm assuming because some transactions dated to a past day have been sent in by the merchant. This same situation happens when past transactions are withdrawn. I don't see a proper way to view exactly what has happened today regardless of the date assigned to the activity.
Is there a solutions for this?
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Hear, hear!
Late sales reporting we can cope with but posting reversals two months in arrears makes it a real pain.
I like Komrade's suggestion - a report of all activity posted today, regardless of when the click/transaction/event took place.
If a sale, originally booked in December is reversed today, show it as a minus today and update the status of the original transaction to 'Removed'. Sounds good to me.