This would help to reduce the rates of emails that go to Junk. I do this with Vbout, the Marketing Automation program that I use. I create DKIM, SPF and DMARC Policy records. These are then entered as TXT records in my cPanel and allow the system ...
Create a setting to NOT use account codes, which would also then by default UNTICK the Code in all reports. If that is not possible create a new setting under Settings > General > Report settings That can be ticked or unticked to use Account...
RAH Bank feeds - be able to export transactions to Excel
RAH Bank feeds - be able to export transactions to Excel to be able to send to clients to fill in expense types etc Or be able to copy and paste into Excel into separate columns
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...
Having stored documents is great, however users would like to be able to see and management all documents in a central screen as well, including the ability to upload documents from this location and assign to a transaction later.
Please, in the Account Enquiry report can there be a column for Projects - so can see if projects have been assigned to all necessary transactions. This would be a great help!
My client has created an item list and is using a barcode scanner at POS to generate compliant tax invoices with descriptions and prices of products sold. The issue they have is that the barcode has to be in the Item Name box for the scanner to re...