Settings and activity
4 results found
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115 votes
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Kathryn Fuller
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10 votes
An error occurred while saving the comment Kathryn Fuller
commented
I agree! My vote would be to have the info entered into the description field by the employee when submitting an expense, automatically transfer or be entirely replaced by the reference field. When reconciling or reviewing items under a contact we have to click three different fields to fully open the transaction so that we can view the description. We would rather have the description show in the reference field so we can easily view the content of the expense transaction.
Kathryn Fuller
supported this idea
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160 votesKathryn Fuller
supported this idea
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An error occurred while saving the comment Kathryn Fuller
commented
Adding to the requests for customizable budget manager! We would really like to be able to add/remove/organize categories to match our income statement and existing budget spreadsheet for continuity across the board.
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201 votes
Thanks for continuing to engage with us on this, everyone. While it is now possible to include account numbers, as mentioned in our last update we've been continuing to review this idea and look into how we develop the option to show nil balance for accounts when running reports.
Work for this is now in development with our product team. We'll be looking to implement a solution that enables the ability to show nil balance for accounts across the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank report as well as in Report Templates.
As work for this progresses we'll keep you all informed and updated through the idea here.
Kathryn Fuller
supported this idea
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This update is well past-due! It should be a simple change to swap a transaction to a different bank account. I have spent hours using remove & redo to correct a series of transactions entered in the wrong account.