The Window Size and Location preference was a godsend in V19 and earlier as it allowed you to set up the desktop to give you the best layout for workflows to be easier and quicker.
In 2013 this pre...
I know bank feeds are only new but the intergration with the product needs to be a lot better.
So far I have come across problems with,
The find button not finding transactions that are clearly in the disbursement journal. The transactions had been entered a couple of weeks before the payments showed up in the bank feeds and for some reason the find function just could not find them. Tried everything in the search boxes even putting date back to 2000 still could not find them. Ended up having to go back and re-enter transactions before they were found.
The save window sizes and locations preference does not work if you use find or new in Bank feeds. It works reasonablly well in the rest of the program but once you use bank feeds find or new functions to open any widows they will only open in the one position NOT where you want them.
When you use the Bank Feeds new button to open a Spend Money window it does not allow you to use the recurring transactions function. veryt annoying as you then have to out of bank feed to the normal spend money and use the recurring tranaction then back to bank feed and use the find function.
All of these problems should benot be happening and need to be fixed.
Graeme
Status changed:
New
to Open
Hi Graeme, thanks for the feedback - sounds like a few separate issues here. When you click on the Find option it looks for Unmatched & Unreconciled transactions. It could be that the transaction was already ticked in the Bank reconciliation screen which would prevent you seeing it here. Given that you have deleted and re-entered we can't check this but I suspect that was the cause. The Recurring transaction function is currently disabled in bank feeds as recurring templates contain a fixed total amount which if used would replace the Bank Feed amount ( therefore affecting the accuracy) . Rather than doing this we're focussed on enhancing the Rules functions so that they can be used for more scenarios as this offers more automation and accuracy. We're also ooking into the Window Size, location issue that you have previously raised.