Banking
Sort by:
Trending
Status:
Unlikely to be implemented
Showing 78
5
VOTE
4
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
7
VOTE
6
VOTE
Rectify wrongly applied rule to multiple bank transactions in one go
Right now it is a labor intensive process, as you have to do each transaction individually after you have auto accepted a match rule for multiple transactions. It will save heaps of time for those who work with high volume.
1
New idea
2
VOTE
7
VOTE
8
VOTE
Reconciliation Summary to show reconciled balance as a bank rec is being completed rather than just difference
When doing a large bank rec, it enables you to check the balance against the bank statement as you go rather than having to get to the end and then find you are not in balance.
5
Future consideration
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
7
VOTE
Why does the "Description" field in a rule need to be Fixed. Can it be the original "Description" ?
When importing transactions you can "adjust" bank data to clean the import by adding a code such as "Sponsor" to the description or "Dave Fields - 115" to reflect the invoice. Rules should be able to look for "Sponsor" or "Dave Fields" but still i...
1
New idea
8
VOTE