Settings and activity
9 results found
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26 votes
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Mike Eggleston
supported this idea
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48 votes
An error occurred while saving the comment Mike Eggleston
commented
This is very important as Go Cardless only allows for recurring payments. Not sure why this is not available.
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9 votes
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134 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
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34 votes
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28 votes
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56 votes
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94 votes
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7 votesMike Eggleston
shared this idea
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This feature is really needed to keep the contacts organized efficiently. Not being able to see the group on the contacts page makes it very time consuming to review the group assignments.