We move a bit of money around between our accounts, and it's a chore to have to manually enter each transaction.
So it would be great if there was a way to create an allocation rule which handl...
Status changed:
Open
to Done
If you have bank feeds set up for both of the bank accounts involved in the transfer, Essentials Accounting will automatically pair them up as possible matches. In the new banking experience there a separate tab 'Transfer', which allows you to approve the matches.