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

Bank - add transaction - comment field memory so you don't have to key in each transaction as many recurr

Comment field memory so you don't have to key in each transaction detail as many are recurring - in fact I'm sure it used to have the functionality....
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  • Guest
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    Aug 4, 2023

    More on the adding notes on import.

    1. You can go into the transaction after import and amend the narrative, I do this to insert an internal reference.

    2. If you do, the bank feeds uses the narrative when importing, if you amend it reappears on the import list so you have to ignore to avoid importing twice.

    3. The comment box does have a limited memory

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7 MERGED

It would be very helpful if comments could be added to bank feed transaction. Often the bank statement detail is inadequate.

Merged
It would be very helpful if comments could be added to bank feed transaction. Often the bank statement detail is inadequate.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged
1 MERGED

Make comments field on bank import screen read/write

Merged
When you enter a bank transaction manually you can type whatever you want in the “comments” field.But when importing bank transactions the “comments” field is filled by narrative from the bank statement (which is fine) – however the field is read-...
Guest about 8 years ago in IRIS KashFlow / Bank / Uncategorised 0 Acknowledged