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I suggest that you look at the number of wasted keystrokes on each bank

I feel that there are too many wasted keystrokes on each bank feed transaction.
I would like a choice in the default so that it reverts to create instead of assign.
I would like a choice in the defaults to be able set the default to transaction instead of purchase.
I would like to be able to set a default VAT code for all entries
I would like the bank feed to pick up the default VAT rate set on the nominal ledger level.
I would like the bank feed to be able to pick up customer/supplier defaulted nominal code when creating invoice and purchases from the bank feed
I would like the bank feed to remember what I did with prior transactions with the same description.
These would save me so much time and are all functions that are happening on other online bookkeeping products with the bank feed function
  • Guest
  • Jan 10 2017
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  • Guest commented
    14 Nov, 2022 01:20pm

    Don't agree on FreeAgent, apart from ability to split a transaction down, but there should be an option to mark certain nominal codes as default N/A, such as PAYE control, wages control and drawing!

  • Stephen Barker commented
    1 Mar, 2019 11:23am

    Yes, I agree with all. They need to take a leaf out of Quickbooks or FreeAgent's bank feeds facility, much better.

    To tell a client to go to Match, Create, Transaction, Choose Nominal Code is far too convoluted and prone to errors being made as they just don't understand it all.

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