Erik admin
Community stats
- Username Erik
- Joined
- Visits 464
- Last Active
- Roles Member
- Points 93
- Badges
- 9
- Posts
- 194
Reactions
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Re: Improvements to Automatic Categorization
@springdalerocks @ShanePikelin after much discussion with my team I want to retract my earlier suggestion and let you know that we will continue to improve on the accuracy of our auto-categorization … (View Post)-2 -
Re: Running Checking Account Balance
@VSB_Guy we gave this function a dedicated page -- you can find this by navigating to Accounting>Reconciliation (View Post)-1 -
Re: Bank Connection Issues? Start Here!
@JessicaJay @dmiller72 @PThompson Hi all, I saw your comments on the welcome thread and thought it best to continue the conversation in this dedicated space. Charlotte's post above includes a link th… (View Post)-2 -
Re: Mystical 'Transfer out' transactions
Hey @vhmh2005, I see that you sent us an email about this. To make troubleshooting easier if it is required, I've follow up via email as well! Please let me know if you don't receive this shortly. (View Post)-1 -
Re: Searching for an invoice
Hi @racer, you can definitely use our Invoice Number search field on the Sales>Invoices page to look through your invoice list (View Post)-1