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Change the description of a bank transaction via the feeds

I think it would be great if you can modify the description of an imported bank transaction via the bank feed to reflect more usefull info. Some entries on the bank statement does not really make sense if you review them during an audit a couple of months later. If you coud add the ability to change it so it makes more sense later, or an optional field for extra related info it would be awesome
  • Fanie
  • Jan 10 2017
  • Future consideration
  • Jan 10, 2017

    Admin Response

    Hi all, Many thanks for your feedback. We will look into this request and see what we can do to implement. Over the coming year we will be looking at our bank feeds functionality and looking to improve certain areas, having released the functionality a year ago its time for a bit of a spring clean!
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  • Simon commented
    January 10, 2017 09:21

    When using imported bank entries can we change the narrative from that imported. Even when assigning the system assumes the narrative of the bank statement rather than the detail previously entered in the manual entry.

  • Arthur Sampson commented
    January 10, 2017 09:21

    I just posted my own request for this before seeing this one! I also notice that there is at least one other similar request. What is needed is for the "comments" field one the import screen to be made read/write (it currently picks up narrative from the bank statement but is read0only so you can't edit or add to it

  • Arthur Sampson commented
    January 10, 2017 09:21

    Just added my own suggestion stating the above in different words - sorry!
    Have now voted for this suggestion