Banking
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3
VOTE
Matching Rule - Transfer From 'All accounts'
At present, when undertaking 'Transfer Money', there is the option to transfer from 'All Accounts - Not just bank accounts'; however when you create a rule, you can only Transfer from bank accounts. Having the option to transfer from, not only ban...
0
New idea
2
VOTE
1
VOTE
Pop up warning for csv imports. Overwritten data cannot be undone.
It is too easy to accidentally overwrite entries in the banking field that have not been appropriated. I recommend a pop up window brings a warning that reads something like ‘ Clear all existing entries in the transaction tab before you import ano...
0
New idea
2
VOTE
3
VOTE
Save option button in "allocated detailed payment" in Bank Transactions
In the bills module there is an option on saving the entry which then allows you to make an attachment. The save option is not the same in the "allocate detailed payment", it just takes you out of the screen once save is clicked. Attachment then h...
0
New idea
1
VOTE
Multiple selection of Transactions in Bank Transactions (e.g. to Delete many at once, Accept (Approve) many at once)
Multiple selection of Transactions in Bank Transactions (e.g. to Delete many at once, Accept (Approve) many at once) Waiting in a web browser for each one is VERY SLOW if doing a lot of transactions. You could then select all by a tickbox or simil...
0
New idea
3
VOTE
Add "Unallocated Amount" info in the "Allocate detailed receipt" function
Give us "Unallocated amount" information like the one in fast coding. When inside "Allocate detailed receipt" view, very often the payment is for multiple invoices. Currently there is no way to know which invoices should be allocated to this bulk ...
0
New idea
3
VOTE
Select multiple Bank Transactions to apply the same account
On the Bank Transactions screen i regularly use the ‘allocate payment’ option to cost a number of transactions to the same contact & account. It would save a large amount of time if we could choose the contact & account, then select multip...
0
Planning to do
4
VOTE
6
VOTE
Retain last used selections in drop-down fields
When making deposit entries I have to select "My bank account" for every new receipt. I need thatto remain fixed until I change it.Likewise, the Project selection is new for every line but should be repeated for new lines until I change it. This c...
1
New idea