Bank Accounts | Account Transaction - show related account codes
It would make a quick check of allocations so much easier if the dashboard for bank accounts allowed you to customise the "account transaction screen" so you could toggle between options like you can under reports - account transactions. By enabling account codes to show in the "cash book side" would help us identify misallocations so much quicker and the data is there ...
Tarryn Forte-Lyons
shared this idea
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James Edmunds
commented
view transactions should show the account that auto reconciled chose to assign, otherwise you need to click into each transaction to verify
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kathryn farmer
commented
Since the new auto-reconcile function arrived, it's saved me lots of time, but I have had a few transactions coded incorrectly.
I want to be able to check that all transactions are being coded to the correct place. I think it would be easier and save time if there could be a line added to show which account each transaction has gone to. e.g., Fuel, purchases, entertainment, etc.
This way we don't have to open up each transaction to double-check; it can just be viewed from the main transactions page.
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Brett Kilmer
commented
Agreed, the ability to Enable 'Account', 'Tracking Category', and 'Project' would be fantastic from the Account Transactions tab.
At least be able to view the Account code when a transaction is opened without having to 'Edit' the transaction.