Can we add suggested transactions when posting receipts to account?

jacksunweijacksunwei Member Posts: 2

A similar of the scenario is in the below post.
https://community.waveapps.com/discussion/comment/15336#Comment_15336

My immediate thought is to have a separate section before the "Post to Accounting" button, and show related transactions from bank (of same amount, from same payment account)

so that I can combine the following three actions into one button click:

  • Post to Accounting
  • Go to Transactions
  • Locate the two transactions and check them
  • Click merge.

Thanks!

Tagged:
edited March 25, 2019 in Accounting Technical Support
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