5 Comments
- Sebastien_DFormer StaffStatus changed:NewtoOpen
Thanks for your suggestion phoebe, it would be a good addition to be able to link a card when allocating a transaction. If anybody else would also like to see this in Essentials, please cast your vote here.
- MichaelWoodmanCover User
Hi
When sorting bank feeds i often have outgoings without bill payments. Some are overseas and vary every month. Allocating payments only allocates to the accounts list and not the supplier. My only way to do it is to change from bank feeds to bills/spend money then back to banks feeds.
Why can we not allocate a contact to the payment in allocate/match. Every month i have to create a bill for insurance then allocate it in bank feeds.
This would save time.
- MarkVCover User
Hi,
This is a very simple request that I and many other users have been asking for the last 5 years. Can you please add in a box to allow us to allocate the suppler contact when we are allocating transactions from bank feeds. I currently have to go back through my geral ledger every time and click on each transaction to add the contact, this is wasting so much of my time and I also miss some transaction some times.
That is all.
Thanks,
Mark.
- Julz1Contributing User
In the drop-down section for allocating bank feed tranactions, could you please add a supplier/customer cell so that we have the option of assigning the transaction to a card file (like telstra, optus, myob, etc.) as this will offer more easier to read/understand info when generating reports and make searching easier rather than just relying on whatever the bank memo says which is usually just a string of words like 'xxx bank internet banking payment' or 'xxx bank internet banking funds transfer' - THANK YOU
- Steven_MFormer StaffStatus changed:OpentoDone
Hi Everyone
When using the Bank transactions, you have the option to select the Supplier whilst allocating withdrawal based bank transactions.