saved transactions box not available when using downloaded bank transactions
A lot of transactions could be made automatically when going through the bank downloads.
Admin
AgExpert Accounting Specialist
Apr 1, 2024
Hello, can you tell me more about what you mean? When using the bank download the user must enter in the transaction detail and information to add the transaction. Transactions are never automatically entered. If the system detects a match for the transaction, the system will flag it and ask the user if it is indeed a match. The user can also search for the transaction if they know it was entered and it was not flagged as a match. I look forward to your response.
Hello, can you tell me more about what you mean? When using the bank download the user must enter in the transaction detail and information to add the transaction. Transactions are never automatically entered. If the system detects a match for the transaction, the system will flag it and ask the user if it is indeed a match. The user can also search for the transaction if they know it was entered and it was not flagged as a match.
I look forward to your response.