Settings and activity
3 results found
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162 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
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Juan Cifuentes
supported this idea
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554 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
An error occurred while saving the comment Juan Cifuentes
commented
Allow importing them from another organization (client) or the system.
Juan Cifuentes
supported this idea
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19 votes
Hi team, we appreciate you sharing how being able to add tracking to conversion balances when setting up an organisation would be useful for reporting. We understand how helpful it'd be to keep historical balances out of your Unassigned tracking reports.
We don’t have plans to add tracking directly to conversion balances at present, but we’ll continue gathering feedback on this idea.
Right now, you could use a manual journal dated the day before your conversion date to reverse the balance and re-enter it split by tracking option.
However, it is worth noting that bank, sales tax, accounts receivable and accounts payable balances can’t be included in manual journals.
We'll share if there are any updates surrounding this here.
An error occurred while saving the comment Juan Cifuentes
commented
It does not allow loading accounts including “categories”.
Juan Cifuentes
supported this idea
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It does not allow to use the filter by “description or reference” as in ACCOUNTS TRANSACTIONS filters.