Settings and activity
3 results found
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141 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.
An error occurred while saving the comment 
Juan Cifuentes
supported this idea
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519 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
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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9 votes
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.