Skip to content
← Have an idea? Share it!

Settings and activity

2 results found

  1. Sales/Income Reports

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Prepare » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Add Credit Card number to Match Found - Bank Match

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Prepare » Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Michelle Korman commented  · 

    The other issue with matching within the Costs>Inbox, I will get a bank match for a receipt, it will say: Bank match, the date, then the bank account says ‘TD BUSINESS TRAVEL Visa (in the inbox match column and within the receipt). The client has many Visas like this so this is not helpful at all. Is there a way to indicate which card? It looks like the name is coming in from the bank. It also comes up this way in the Bank > Transactions area, I can’t see what card it is unless I keep clicking the drop down. If there is a way to add the 4 digits or person’s name before the bank name, or add it to the end and make it wider that would be great.

    Michelle Korman supported this idea  ·