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363 results found

  1. Clubbing of Bank Accounts & Cash Accounts in Banking Overview page

    We Have 15 Petty cash accounts & 15 bank accounts.
    Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.

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  2. Bank Feeds - reduce the number of clicks and default to todays date

    It takes 5 clicks to update a bank feed:
    1. Select the account
    2. Select Refresh Feeds or Sync now
    3. Select Date
    4. Pick the date
    5. Click Refresh

    This is very time consuming when you have multiple accounts (I have over 10).

    It would be better if:
    a) There was a quick refresh option on the Banking Overview screen defaulting to todays date - ideally for all bank accounts at once, or next to each account

    b) the date pop-up automatically defaulted to todays date - one can always move it back if required

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  3. Reconciled journal entries should not show as available to match to banking feed

    I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…

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