Settings and activity
3 results found
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6 votes
Appreciate it's been some time since you originally started this idea, John - Just to confirm what you're asking here. Would this be when adding a manually applied payment to a bill? Or when reconciling in the bank account?
Dennis Schock
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19 votesDennis Schock
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51 votes
Hi everyone, appreciate your feedback on merging chart of accounts. We understand how this could be useful for tidying up accounts, especially after system conversions or when duplicate accounts appear.
While there’s no merge function right now, there are a couple of options that might help:
- You can use Find & Recode (available to users with the Adviser role) to move transactions from one account to another before archiving the accounts. We know this won’t suit every situation, as it requires unlocking periods.
- In financial reports, if you have several related accounts, you can edit the layout to group them for easier review and analysis.
After reviewing this idea, the product team has noted this is Not in pipeline, meaning it’s not something we’re planning in the near term. The idea will stay open for votes, and we’ll continue keeping an eye on the level of interest here.
Dennis Schock
supported this idea
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Needed when writing checks for recurring payments like monthly rent even better would be ability to set checks to automatically print on certain date. Similar to what QuickBooks does