InTray - Identifying Documents
Could you look at having the documents having the option to list each invoice with date, amount, invoice number etc (Like in a files window). It would be great to be able to swap the view from icons (which can be a guess which one it is when there is multiple from one company) to a files list as mentioned above. It would save a lot of time when searching for the invoice. I tend to use desktop version over web page as it has extra functions that suit us, for invoice entering.
RECURRING TRANSACTION - In Tray & Bank Feeds
It would be so great if you could use RECURRING TRANSACTION when selecting a file in the INTRAY ie. Creating a New Bill or New Spend Money without losing the info or the linked file. Please please please. Also to be able to ues RECURRING TRANSACTION in Bank Feeds (*understanding that it is a "New Transaction"). That is exactly what we are doing: is creating a New Transaction from a Bank Transaction. as per a response to the post below from October 2022.......>>>>>>>>>>> Melisa_D 10,735 Posts Former Staff October 2022 Hi @EileenK, Sorry for the delay in my response. You can use recurring transactions in the spend money window but not from the bank feeds window, this is because in bank feeds if you click on New > Spend money, the use recurring button is greyed out because you're telling AccountRight that you are creating a new transaction. Instead of using recurring transactions you could create bank feed rules these rules will automatically create matching transactions in AccountRight, or to help match payments to invoices and bills. Cheers, Melisa