Copy field from bank feed when reconciling transaction
Copy data from bank feed when reconciling transactions.
Often the why description would be exactly what is in the description or reference field from the bank feed. It would be great if you could simply click a little drop down on the right of the why section and select Description or Reference or Payee or any bank feed field and it would automatically put this into the why field when reconciling.
If it could save this as a suggestion going forward it would be excellent. This way it doesnt suggest what you last pasted in there but suggests that field of the bank data as that is what you usually use as the description.
This would make bookkeeping and processing much easier for all users who find them selves copying and pasting this information regularly.
Renee Padberg
shared this idea
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