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  1. Reconciliation - Add Reference without clicking add details

    6 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Johnny Wallbridge commented  · 

    PLEASE add a reference field on the Reconcile screen under "Create" tab.

    When reconciling hundreds of transactions that need references, having to click on on "add details" for each one is incredibly time consuming.
    PLEASE add the reference field under or next to the "Why" field.

    Attached is a simple mockup of how clean this could look.

    Johnny Wallbridge supported this idea  · 

  2. Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'

    22 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Johnny Wallbridge commented  · 

    How there is still no way to add a reference on the Reconcile screen under "Create" tab is mind blowing to me.
    When you have hundreds of transactions that need references, having to click on on "add details" for each one is incredibly time consuming.
    PLEASE add the reference field under or next to the "Why" field.
    Attached is a mockup of how this could look.

    Johnny Wallbridge supported this idea  · 

  3. Find and Recode - Sort on Find and Recode by description

    102 votes

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    submitted  ·  40 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Johnny Wallbridge supported this idea  · 
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    Johnny Wallbridge commented  · 

    Every year I need to tidy up my accounts and every year I can't believe this still hasn't been implemented.