Accounting Ideas

Create 'back' button for when you're in incoming bank transactions

When you're sorting incoming bank transactions, and want to go back to the bank account list, you have to currently go back through the home page. If you're sorting transactions, then reconciling, then back to sorting incoming transactions, this can get annoying

  • Guest
  • Mar 9 2020
  • Great Minds Think Alike - This Exists Today
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  • Guest commented
    8 Feb 03:36pm

    Yes - Agree with this too - its quite tedious

  • Guest commented
    2 Apr, 2020 07:50pm

    I agree with this! I always have to go up and click the banking button to take me back, otherwise there's nothing else to click. It's very irritating because I feel like there is no back button anywhere!!

  • Guest commented
    26 Mar, 2020 05:20pm

    Thank you, I'm wanting to go back to the screen with all the bank accounts (/banking/bank_accounts), not the individual bank account. Is this currently possible?

  • Guest commented
    24 Mar, 2020 12:19pm

    Hi,

    I'm not sure I understand your comment, you certainly could do as you describe, however if you read my comment there is already a button in our program that allows you to do this.

    Tom

  • Guest commented
    17 Mar, 2020 08:35am

    Could this work by having multiple tabs open? then only having to refresh the page after you have recorded the transactions to be able to see them?

  • Guest commented
    13 Mar, 2020 11:14am

    Hi,

    Thank you for submitting your idea.

    If I understand you correctly, you are looking to navigate quickly from the incoming bank transactions screen to the Bank account screen (where you can view activity and start a reconciliation).

    If so - you can do this by clicking on the Bank account name at the top of the page - you can also hover over this to switch to any other Bank Feeds or imported transactions you have.

    If I have misunderstood your suggestion, please let me know.

    Tom