BasilthePainter's avatar
BasilthePainter
Contributing Cover User
10 years ago
Status:
Done

Get Statement: Allocate transactions using a dropdown

G'day,

 

To minimise work hours, would it be possible to have drop-down boxes attached to every line of transactions once you have downloaded your bank statement so that the expense/income account can be selected and the transaction recorded with one click!?

 

This i would find sooo useful as i do not enter transactions until i am reconsiling with the statement downloaded and then cross check with my receipts. I end having to "add tranaction" for every entry which takes so long to do. HOwever, if i could simply select from the statement the expense/income account to allocate to that transaction without having to fill out an individual 'spend money cheque' for evry transaction, it would make data entry and reconsiling soooo much quicker.

 

PLEASE ADD THIS FEATURE OR SOMETHING LIKE IT!!!!!!

 

"Streamlined adding transactions from bank statement"

Banking

2 Comments

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  • Liam_M's avatar
    Liam_M
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Thanks for your great suggestion. Anyone who would like to be able to add transactions using drop-down fields on the 'get statements' screen, please cast your voter here.

    In the meantime, as a cover user, you do have access to our bank feeds feature. This allows automated importing of transactions from your bank, and also allows you to setup rules to enable automatic recording of transactions based on the bank feed. You can find out more about bank feeds here:

    Bank Feeds - Commonly Asked Questions

  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago
    Status changed:
    Open
    to
    Done

    Hi Everyone

    Using the Import Statement function in the AccountRight Browser interface will import the transactions into the Bank transactions window. From within this window, you can allocate the transactions from the dropdown selection or bulk allocate the banking transactions.