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Cash coding - Filter and Search

Filter/Search in Cash coding screen.

Please create the ability to filter or search for names or words in the cash coding screen. When you have a big catch up client with 2000 entries this would save so much time.

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Tanya Spence shared this idea  ·   ·  Report…  ·  Admin →
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  • Sandra van Neste commented  ·   ·  Report

    I agree this would save me a lot of time aswell. have client with lots of entries and it is very very time consuming. Don't even know where to start at the moment, as going through it one by one!

    This is very handy and available in "Bank Statements" and "Account Transactions", you can find it there but cannot do anything with it. Should be the same.

    Anybody some more tips?

  • James Oh commented  ·   ·  Report

    Ability to search transactions with keywork in cash coding.

  • Linda Bates commented  ·   ·  Report

    The ability to search/filter transactions in the cash coding screen for easier bulk coding & reconciliation

  • Kay Nicholas commented  ·   ·  Report

    Cash coding is an excellent feature and time saver. The ability to amend the date would mean we could use it more and save additional time.

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