Another improvement to our accounting software based on feedback from our customers:
We’ve just added some new functionality that should be of great use to most of our customers.
When you are viewing transactions on a bank account, all transactions entered directly in the bank area (as opposed to transactions resulting from a payment made/received) will have a tick box next to them.
You can select as many of the transactions as you like. At the bottom of the page is a drop-down list that says “Select an Action”.
You can choose “Delete” – this will delete all of the chosen transactions, saving you have to delete them individually.
You can choose to assign the payments to invoices/purchases. This is especially handy if you’ve just imported a bank statement. The system will try to automatically match up payments to invoices/purchases based on the amounts. But you can override the allocation made by the system.
This will then allocate the selected payments to the appropriate invoice/receipt.
You can also choose to allocate an individual payment when viewing it on the Edit Bank Transaction page.