Settings and activity

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1. Summary page make the bank transactions clickable

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Attila Fekete shared this idea  ·  Jul 12, 2024

2. Include bank balance in the bank transaction feed

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Attila Fekete supported this idea  ·  Jul 12, 2024

3. Solo - summaries to add ;; last financial year in dropdown and the ability to export summaries in pdf

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   1 comment  ·  Prepare » Solo/ITSA  ·  Delete…  ·  Admin →
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   Under Review  ·  AdminTafana Caesar (Admin, Dext) responded

   
   

   Attila Fekete shared this idea  ·  Dec 22, 2023

4. The accountants can see client's PayPal connection

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   0 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Attila Fekete shared this idea  ·  Jan 13, 2023

5. Restrict Bank Statement Extraction for clients

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Attila Fekete shared this idea  ·  Jan 3, 2023