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Product Ideas

Dashboard: Unallocated transactions

Contributing User

13Posts

2Kudos

0Solutions

13 Posts
Contributing User
Australia

The home page gives me a nice message about the number of transactions received and the number automatically allocated. It also tells me how many unallocated transactions there are. I REALLY want to be able to click on this to find the unallocated transactions!

 

As it is now, i have to look through each of my bank accounts / credit cards to find out where the unallocated transactions are. Even a link on the Banking menu to show a list or the account(s) of the unallocated tx would help.

 

A feature like this would be very useful for me because the BankLink and automatic allocations to accounts are some of the main reasons I like LiveAccounts. So I need to be able to keep on top of the unallocted ones!

 

Thanks for considering.

 

"Link from Home to "unallocated Tx""

3 Comments
StevePick
113 Posts
Former Staff

Lisa,

 

Thanks for the suggestion. This change will go in with the next release, hopefully in a few weeks time.

 

Regards,

StevePick
113 Posts
Former Staff

Lisa,

 

This feature is now live. 

 

Regards

Lisafeg
Contributing User
13 Posts
Contributing User

Thanks Steve!

I'm using it like it's and extension of my keyboard! Very happy!Smiley Happy