Post update transaction page issues

JakeMJakeM Member Posts: 3

You used to be able to filter to see only transactions from any of your accounts in the transactions page. Now you can only filter to see transactions if they are classified as a certain type i.e. "cash and bank", "credit card".

I have a number of loan and accounts payable type accounts that I had set up prior to the update, which in the new update were not classified into any of the categories that can be seen on the transaction page (they appear under "due to you and other business owners" in my chart of accounts). I can no longer filter to see transactions from any of these accounts, and Wave won't let me change the account types to something like "loan and lines of credit" which i would be able to see on the transactions page.

Am I missing something here?

Comments

  • BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    Hey there @JakeM

    If you head your transactions page and use the filter tool at the top, you should be able to search for any kind of account from your anchored bank accounts to your custom chart of accounts.

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