Manage Bank Transactions Improvements

Manage Bank Transactions Improvements

10/1/2021

We updated our Manage Imported Transactions page to conserve space and add time-saving steps right on the bank transactions. Now, you can click the description to assign a transaction to a vendor (for withdrawals) or a customer (for deposits). You can also assign transactions to a department. And if you have any unpaid bills or invoices matching the transaction total, you’ll be able to mark them paid right here!