Banking
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2
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1
VOTE
Remove "Description is set to" box when creating transaction rules
The "Description is set to" box should be removed from the process of creating a banking transaction rule as I believe any transaction information brought in via bank feeds should be left as is. Some of the information protentially lost if you set...
0
New idea
1
VOTE
3
VOTE
Document attachments to bank transactions
When you are in bank transactions, you need to save the transaction, then go into Reckon transactions, find the transaction and then attach the document. It would be logical to be able to attach the document to the transaction in the initial stage...
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New idea
3
VOTE
2
VOTE
Use invoice number OR customer name to allocate receipts
Bank receipts often come in with the invoice number as reference. It would be helpful to be able to allocate by searching either invoice number or customer name rather than go to the invoices page to find out who the invoice was for.
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New idea
4
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...
2
New idea
2
VOTE
2
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