Settings and activity
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8 votes
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Louis Evangelou
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2 votesLouis Evangelou
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3 votesLouis Evangelou
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181 votes
We are looking to make this possible, thanks for the suggestion
Louis Evangelou
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1 voteLouis Evangelou
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8 votesLouis Evangelou
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10 votesLouis Evangelou
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2 votesLouis Evangelou
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1 voteLouis Evangelou
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An error occurred while saving the comment Louis Evangelou
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Bank transactions Audit trail/history to show where the bank transaction came from (bank feed or bank statement upload) and when it was imported, which user coded which transaction line, which property it related to, what date/time it was updated and what code was selected. Also should record subsequent changes. This should look exactly like the 'history' tab that appears on the right hand side when looking at cost items which is really good. this is really useful to see any changes.
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2 votes
An error occurred while saving the comment Louis Evangelou
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So the user knows what he/she has dealt with already.
Louis Evangelou
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1 voteLouis Evangelou
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I just tested this for myself and the wording seemed inappropriate. It said "Your bookkeeper has requested some paperwork from you to save you money!" This is the 'pop up notification' you see on the mobile app.
I don't think this is applicable to all scenarios. Perhaps this wording shoud be changed to something a bit more generic or even better, allow us to change the wording.
Also, I tested this with a bank receipt transaction from the bank area. but in the app, under paperwork requests it says 'your bookkeeper has identified a purchase that needs paperwork'. the notification engine should work out whether the transaction in question is a banking or a payment and change the wording accordingly.
Also in the app, the client cannot see previous paperwork requests. once the relevant document has been uploaded, the request vanishes. maybe a history should be kept and available for review by both the accountant and the client