You should be apply to apply to matching rule to imported CSV files. I have imported bank transactions in the form of a CSV file, however the matching rule to a nominal code, can't be applied? Difficult to understand considering the matching rule ...
If you manually enter the date then click save it reverts to 01/01/1900. However if you manually enter the date then click that date on the calendar pop-up then click save it works. There's no prompt to click the date square on the calendar after ...
I currently ask for customer feedback from new customers. This is automated in Mailchimp. Previously when I used PayPal it would add new customers to my Mailchimp list and the automation would take care of the rest. I use the Mailchimp integration...
Intercompany transactions and group consolidations for up to 5 companies in a Group of companies
I come from a corporate real estate background where company structures usually have a split between the ownership company and the operating company and these are then both subsidiaries of a holding company at the top. The accounting systems I've ...
If possible, could you add an auto-casting feature on journal adjustments so that I don't have to keep tab on the debit and credit journal differences ? Thanks!
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