SueMesz's avatar
Experienced Cover User
9 years ago

Bank transactions: Include contact name

When allocating payments in the Bank Transactions (bank feed) it would be nice to see not only the invoice number but also the contact name on the invoice the payment is being allocated to. That way you can quickly scan down the bank transactions (bank feed) page and quickly find incorrectly allocated payments.


Without that info one has to click on the allocation/match to see more info like the contact name to be sure. Doing each and every one is time consuming and unnecessary. See my screenshot attached.


'Add contact name to bank feed invoice matching"



1 Comment

  • Status changed:

    Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages