Can we please have a report developed that gives us a easy glance at how bank feeds are set up in a easy exportable format to excel. Would be great to be able to import back into the file too. Food...
Hi
I would like to make a request to enable the facility to export the rules for recognised allocations to accounts from a data file to enable import into another data file.
The reason being, for users with mutiple client accounts, with similar COA structures, the rules could be imported without having to re do them every time.
This saves time especially when implementing bank feeds for customers who work with mutiple datasets and /or various clients.
Kylie Dare
Dare Bookkeeping