Create a contact when matching from the bank transaction window

Question

When i am categorising or allocating  a transaction from the bank transaction window why doesnt it allow me to create a new contact from? Do i have to leave this window to create one?

Thanks

Leanne

Concetta · Answer

thanks for the info, but ridiculous is that!

Isaiah_C · Answer

Hi @Lea,

Thank you for the post. Creating a new contact needs to be done outside of the bank transaction window. You'll need to navigate to the contacts section separately to create a new contact, as this functionality isn't available directly within the bank transaction wind.

Regards,

Sai