sheponline
8 years agoCover User
Notes on Bank Feeds Page
I would like to see a facility of adding notes to transactions on the Bank Feeds page. Often I have an unmatched feeds on the page and I am waiting on something from a client or supplier to match or complete the transaction. Ie a copy of an invoice or some direction from the accountant. I would like to add a note to this saying what the issue is. I would also like to then export this page, showing the notes into a PDF to email my client. Saves writing it into an email. I often do a 'screen dump' and add my own notes and email it but that means it's not recorded in MYOB for me. Just a ðŸ’