Settings and activity
2 results found
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2 votes
Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.
Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.
Julie Lanthier
supported this idea
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165 votes
We appreciate you sharing your idea, and letting us know how editing account transactions would be helpful.
We've reviewed your idea 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!
Make sure you share your idea with any colleagues to vote and support this!
We''ll keep an eye on the traction this gets in the community. Thanks.
An error occurred while saving the comment Julie Lanthier
commented
Being able to toggle between bank accounts when entering a spend money transaction would make data entry way more efficient. The same way you can when in the Bank Accounts screen (where there's a drop down to toggle between accounts). Currently, if I choose the wrong account I have to go back to the + menu, choose "spend money" and then choose my account.
Julie Lanthier
supported this idea
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There needs to be a way to simply unapply/reapply a payment instead of having to remove and redo it (i.e. simply remove the payment but not have to redo it).
Example: I have a bill I want to edit (for myriad reasons, e.g. n/c to the amount but need to add lines, or break it into 2 smaller bills that still equal the amount of the original payment). If I have a payment already applied, I need to remove/redo the payment, which is extremely tedious and time consuming, ESPECIALLY if a check is involved, because then I also need to go and void the check.