Create a contact when matching from the bank transaction window

Question

When i am categorising or allocating&nbsp; 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?&nbsp;ThanksLeanne

isaiah_c · Answer

Hi Lea,
&nbsp;
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.
&nbsp;
Regards,
Sai
&nbsp;

concetta · Answer

thanks for the info, but ridiculous is that!

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Create a contact when matching from the bank transaction window

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