Accounting Ideas

Matched Transactions - Ability to Select Payment Type

Drop down menu to select payment type (electronic, debit/credit card, etc.) when a transaction is matched on the bank account. The current default is 'debit/credit card' and for someone who mainly makes/receives electronic payments/receipts, the requirement to manually change is inefficient and takes a significant amount of time.

Additionally, the ability to set default payment/receipt type in the supplier menu would also save time.

  • Guest
  • Oct 25 2022
  • One For The Future
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