Cannot link a Transaction to a Customer in 'Personal' Business Area
nadimkhan2000
Member Posts: 4
About a 8 to 12 months ago I was able to link a Customer to an expense or income within the 'Personal' Business Area. I use this to link properties.
Although I can create and amend my customer list under the Settings>Income Sources, when I go into any transaction, I can only see the Vendors button. I have therefore lost my ability to see the Customers I have linked previously which is the most concerning thing ( I have about 2 years of history).
I believe this is a technical issues as a result of the new way in Wave for seeing the details of a transaction.
This issue does not occur in my other 'Limited Company' business areas.
Firstly should the Customer field be hidden now, secondly is there a way I can see and add Customers going forward ?
Comments
I have attached a screenshots of the Transaction screen between the 'Personal' verses 'Limited Company' Business Areas
CORRECTION I can link Vendors but cannot link Customers.
Furthermore this page shows screenshots with Customer Fields, without distinguishing between 'Personal' and 'Limited Company' Business Areas.
https://support.waveapps.com/hc/en-us/articles/208621526-How-to-add-an-expense-transaction