sandra_rca_1's avatar
sandra_rca_1
Experienced Partner
12 years ago
Status:
Done

Bank Feeds: Edit transactions

Hi,

I posted the following on the forum & it was suggested I post it here.

Currently it seems we cannot edit a transaction created from the bank feeds screen. Are there any plans to change this?

It is frustrating that you have to go out & locate the transaction to edit it.

When the transaction comes through on the bank feed it has a heap of useless information. It would be nice to be able to replace this with a card name & useful information. It would alos assist when trying to locate transactions by card.

Thanks

Sandra

 

"Edit Transaction from Bank Feed Screen"

 

 

2 Comments

  • GDK's avatar
    GDK
    Super Partner

    Editing a transaction on the bank feeds screen comes a message about changing it will unmatch it and need to be matched again. However the spend money screen brought up is read only and any changes you make cannot be saved

  • Status changed:
    New
    to
    Done
    The ability to edit transaction from the bank feeds drill down has been added to the product and will be available in the 2013.0 update which will be available very shortly.