SuesLe's avatar
SuesLe
Cover User
11 years ago
Status:
Done

Bank transactions: Search box to find match

When clicking on the transaction in the banking window and then asking to match to invoice.  There needs to be a seach at the side where you can put in customer name, inv no. etc.  Very hard to locate the transaction when there are over 100 invoices waiting for payment in such a 2 inch high search screen also :(

 

"Customer Payments"

4 Comments

  • And allow the window to be resized. It is a rather small window

  • Majic's avatar
    Majic
    Experienced Cover User

    I would really like to see the window enlarged also!!!!

  • seachange's avatar
    seachange
    Experienced User

    This is the only issue I have at the moment with essentials. This and the matching of uneven deposits.

     

    The window is far to small.

     

    Thanks for raising this. 

  • CloverQ's avatar
    CloverQ
    Former Staff
    Status changed:
    New
    to
    Done

    Hi everyone,

     

    Thank you all for your support for this idea. 

     

    With the new Bank Transaction release in Essentials Accounting, the possible match window is a lot larger, there is now a search field available as well.