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Bank Import Transaction Details

SystemSystem Posts: 412 admin
This discussion was created from comments split from: Connect your bank account to Wave.
in Accounting Technical Support

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  • UrbscaburbUrbscaburb Member Posts: 8

    I was just migrated to the new platform yesterday. In the old version, at the bottom of the transaction dropdown was the original description of the bank import, along with the original transaction amount. This seems to have disappeared in the new platform, or have I overlooked something? This was particularly useful after splitting transaction to refer back to the original description.

  • ChelseaKChelseaK Member Posts: 261 ✭✭

    @Urbscaburb In the newer version of the software, you can click into the Transaction and see 'From Bank Import' as well as the date the transaction was imported. Here's a screenshot to show you what I mean:

    If you're receiving a Payment through Wave, you can see the automatically created details of the transaction. This includes: how much is going to land in your account, the original invoice value, and the split to account for the merchant fees. Here's another screenshot to show you what I mean!

    Let me know if this answers your question!

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