AgExpert Accounting Ideas
Add a new idea Subscribe
Created by Guest
Created on Sep 20, 2023

RELATED IDEAS

Transaction Templates Available with Imported Transactions

Currently you can't access your transaction templates when importing transactions which doesn't make any sense. Please make the templates usable when importing transactions.

  • Attach files
1 MERGED

Ability to use templates when importing entries

Merged
For some reason when you go to import an entry via plaid there isn't an option to use your templates.
almost 2 years ago in  0