Settings and activity
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122 votes
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Karin Smith
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127 votesKarin Smith
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3 votesKarin Smith
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11 votes
Appreciate familiarity to the way your clients may have worked with another system.
As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this?
@Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here.
An error occurred while saving the comment Karin Smith
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Bank Reconciliation shows all statement lines, but not where the ones that are already coded have been coded to. This is the main point. Without this, the bank reconciliation report is pretty useless for sending to clients. Add a column showing the code (and blank if uncoded), and you have something comparable to what Banklink had. We have clients really annoyed about this.
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23 votesKarin Smith
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284 votes
Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.
From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.
This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.
Karin Smith
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Our client incorrectly set up all the assets (129 of them), and now they all need editing, before we have even begun using Fixed Assets.
Would love to be able to export, then re-import them.