Move bank accounts in the view list (Order the ones you use the most first)
When you view the bank accounts list. All show and you have to scroll all through the list to see the one you want to use. I would like to be able to re-order the list in order of what is used the most. Or hide from view those which are not used d...
Reduces the risk of double counting income, by automatically matching the invoice in the bank transaction to the money coming in rather than having to say it's been paid first in order for it to be matched
BankData - Allow a date range to be set within a Transaction Rule
BankData - Allow a date range to be set within a Transaction Rule to cover recurring transactions that fall on a weekend, and are therefore debited on the next business day.
Allow Bank accounts to have parent/child structure like in the Reckon Accounts business range
This is useful for everyone who is accustomed to accounting software that allows for sub-account structures to be created.
This ensures that their reporting meets their needs regarding sub-totaling and general visual structure.
I would like to see a balance of what is in my bank accounts when looking at them. One of my accounts has money in and out daily and it would make reconciling this account 1000% easier if I could see the amount in it without having to generate a r...