81 results found
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Bank Match for Sage Accounting South Africa
Bank Match for Sage Accounting South Africa
1 vote -
Turn off the Bank Match notification for accounts integrated with QuickBooks Online
An Option to turn off the Bank Match notification on the item's Details page for unintegrated accounts or accounts integrated with QuickBooks Online
1 vote -
Bank Match to identify transactions that are closest to the amount on the invoice as a match, as some suppliers charge a transaction fee.
For Bank Match to be able to determine transactions that are closest to the amount indicated in the item for invoices as a match too. Because some suppliers charge a transaction fee hence, the amount in the invoice versus the credit card transaction usually do not match. There are hundreds of transactions that need to be updated manually to match them.
1 vote -
Show bank account details in the Collected Statements sections for Bank Fetched items
To show the bank account details in the Collected Statements sections for Bank Fetched items, without having to click into each statement and download to see the bank details.
1 vote -
Match multiple items to a single transaction (Bank Match)
Have the option match multiple items in the Inbox to a single transaction in the Bank Feed of the accounting software.
1 vote -
1 vote
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1 vote
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Bank feed available for The Netherlands
Bank feed available for The Netherlands
1 vote -
1 vote
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Description field for unmatched transactions
On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
ie...Recurring charge, job number to apply to, personal. etc.1 vote -
Revert to the last viewed Bank Transaction when you open the Trasnactios section.
When you drill down into a transaction and then close out of it, it takes you back to the start of the list. It would be good if it reverted back to the place on the list where you were when you drilled into a transaction.
1 vote -
1 vote
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Sub-header for original statements
Add a sub-header called 'Original statements' to the left of Source ID, used Dext for a while now, and only just found out it's for original PDF not an alternative for downloading in CSV etc.
1 vote -
1 vote
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1 vote
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Filter transactions by subaccounts
Have the option to filter transactions by subaccounts
1 vote -
1 vote
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Include Clients' Bank Statement Extraction in Practice Insights
It would be useful to be able to generate a report on Bank Statement Extraction for our clients in the Practice Insights View as well.
1 vote -
Export Statement showing the Match and Document ID
It seems odd that the software can show the 'Match found' in the Bank Transactions but then can't produce a report showing the matching document ID or anything like that. If that became a feature it would be great on a number of levels
1 vote -
Add bank statement warning notification for all users that extraction is a paid feature.
Add bank statement warning notification for all users that extraction is a paid feature.
1 vote
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