Bank Reconciliation - Add Tracking Category to Transfer
when using tracking categrories it would be useful to be able to add the tracking category to a bank transfer, instead of going through find and match and the adding a transfer.
Dominik Rinsche
shared this idea
Hi Dominik, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to add a tracking category option on the transfer when reconciling your bank accounts, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Sarah Verge
commented
I'd like to be able to Find and Recode bank transfers and revaluations to give them a tracking category or categories. It's so easy to miss entering a tracking category when posting a bank transfer and then it can't be added later, so transfers and bank revaluations are always unassigned.