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Product Ideas

Bank Feeds: Settle Returns & Debits/Credits

Cover User

2Posts

4Kudos

0Solutions

2 Posts
Cover User
New Zealand

The ability to process or add all bank transactions from the bank feed windows is essential. When receiving a refund that has been deposited to a bank account the process of having manually write down the date and amount of the transaction then go an open the Settle Returns and Debits window seems a little rediculous. Accountright seems to ackowledge this by advising to use the settle returns and debits widows to add  a transaction like this - why doest it simply open the window itself and populate it with the bank statement information.

 

'Bank feeds - receive refund"

Current Status: Open
Last Changed: August 2013

Thanks for your suggestion. We can understand your frustration with the additional clicks. The process should be as streamlined as possible.

2 Comments
ASWatCR
Partner
243 Posts
Partner

Bank fees are meant to increase efficiency - these tweaks are really needed in the program to be able to do this.

MikeToose
0 Posts
Former Staff
Thanks for your suggestion. We can understand your frustration with the additional clicks. The process should be as streamlined as possible.