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Product Ideas

Bank transactions: Search box to find match

Cover User

2Posts

16Kudos

0Solutions

2 Posts
Cover User
Australia

When clicking on the transaction in the banking window and then asking to match to invoice.  There needs to be a seach at the side where you can put in customer name, inv no. etc.  Very hard to locate the transaction when there are over 100 invoices waiting for payment in such a 2 inch high search screen also Smiley Sad

 

"Customer Payments"

Current Status: Done
Last Changed: September 2016

Hi everyone,

 

Thank you all for your support for this idea. 

 

With the new Bank Transaction release in Essentials Accounting, the possible match window is a lot larger, there is now a search field available as well. 

4 Comments
qwerty
16 Posts
User

And allow the window to be resized. It is a rather small window

Majic
Experienced Cover User
19 Posts
Experienced Cover User

I would really like to see the window enlarged also!!!!

seachange
Experienced User
33 Posts
Experienced User

This is the only issue I have at the moment with essentials. This and the matching of uneven deposits.

 

The window is far to small.

 

Thanks for raising this. 

CloverQ
9,085 Posts
Former Staff

Hi everyone,

 

Thank you all for your support for this idea. 

 

With the new Bank Transaction release in Essentials Accounting, the possible match window is a lot larger, there is now a search field available as well.