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Product Ideas

Bank Feeds: Grouping similar transactions for easier coding

Partner

243Posts

464Kudos

0Solutions

243 Posts
Partner
Australia

Can I suggest there should be the feature to group transactions on the bank feed screen for bulk data coding?

I.e. tick all the transaction you want to go to the same account.

 

And/Or possibility to sorting by bank description, ie so that it will group all the same transactions together to do the above step and then click the date and it will resort into date order.

 

Does this make sense? Does anyone think this is worthwhile? (forgive me if I have missed some of the programs existing functionality)

 

"Bank Feeds Efficiency"

 

Thanks

Current Status: Done
Last Changed: January 2023

Hi Everyone

Within the AccountRight Browser interface users can search for descriptions or amounts of bank transactions. These can then be bulk allocated using the tickbox selection>>Allocate function.

1 Comment
Steven_M
45,180 Posts
Former Staff

Hi Everyone

Within the AccountRight Browser interface users can search for descriptions or amounts of bank transactions. These can then be bulk allocated using the tickbox selection>>Allocate function.