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Status Acknowledged
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

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Editing the description of imported transactions

When importing transactions from the company credit card account, there is no option of editing the description. Could you please allow such editing of the description, because it allows us to track expenditure against a specific project.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Fathi, Thank you for your suggestion. There is currently no option to edit this description as the information is imported directly from your bank and as a result appears on screen as it has been found in the bank. If you require an edited description, can I suggest that you create a record in KashFlow prior to importing the transaction so that you can add a description that way?
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  • Guest
    Reply
    |     Jan 10, 2017

    I don't think that creating a record in KashFlow prior to importing the transaction would work, since the imported descriptions "clobber" the user-defined descriptions.