Missing Feather: Need a “Mark as Reviewed” Feature

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Hi,

Does anyone else feel like a ‘sign off’ feature is needed for the transaction page?

I usually have about 20–30 new transactions coming in each day and sometimes they’re auto-categorized incorrectly. Currently there’s no easy way to tell which transactions I’ve already reviewed and which I haven’t, so some transactions are easily get overlooked.

Or when staff help me prepare the bookkeeping, there’s no feature for me to sign off and make sure that each transaction is reviewed

It would be really helpful if new or unreviewed transactions could be visually distinguished from reviewed ones—for example, using a different color, bold text, or a status marker—similar to how gmails show as read vs. unread. Or a reviewer sign-off feature would be really beneficial.

As a workaround, I have to remember the last date I reviewed and then go back and recheck everything from that point, which is time-consuming and not very efficient.

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@renkehui1218 I agree that Stessa needs to implement a 3-step flag: Not Reviewed, Flag for Follow Up, Reviewed.

As someone that offers bookkeeping services and for my own portfolio, my workaround is tagging the transaction in the details section with my mark. Then you can use the search filters to find it or just visually see that you already touched the transaction.

Hope that helps.

-Tom

www.realcentsorganized .com