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Product Ideas

Bank transactions: Include contact name

Experienced Cover User

62Posts

53Kudos

0Solutions

62 Posts
Experienced Cover User

When allocating payments in the Bank Transactions (bank feed) it would be nice to see not only the invoice number but also the contact name on the invoice the payment is being allocated to. That way you can quickly scan down the bank transactions (bank feed) page and quickly find incorrectly allocated payments.

 

Without that info one has to click on the allocation/match to see more info like the contact name to be sure. Doing each and every one is time consuming and unnecessary. See my screenshot attached.

 

'Add contact name to bank feed invoice matching"

 

 

Screen Shot 2015-11-11 at 2.33.01 pm.png
Current Status: Archived
Last Changed: May 2021

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

1 Comment
Steven_M
45,180 Posts
Former Staff

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages