Cash coding - Add Item tab to cash coding
I am unable to go through cash coding as I am often required to apply a transaction to a pre set item, as some clients like more of a break down of what a transaction relates to. It would be good if you had an Item tab on cash coding so you can apply those transactions to an item all at once instead of opening each individual transaction up and entering an item.
Chris Cooling
shared this idea
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Tanya Meldrum
commented
Add a column in the cash coding screen so that spend and receive money transactions can be allocated a product or service code, which would then auto fill the default description, account and tax rate that applies to that product/service. But, WITHOUT changing the transaction amount, where that product/service has a $0 amount set up.
Or
At least add the item field to the create tab on the reconcile screen, so that the requirement to go to the "add details" screen is eliminated.
Huge time saver!