GrantWHall
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- Username GrantWHall
- Joined
- Visits 10
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- Roles Member
- Points 45
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- 6
- Posts
- 24
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Email notification for new transactions pulled by Connected Account
When new items are pulled from our connected bank account - I would like the ability to receive an email notifying me that there are new transactions that have been created. For us, every transaction… (View Post)1 -
Re: Attach PDF invoice to a Bill
This would be a great feature. (View Post)2 -
Ability to hide old/inactive Customers
Preferably, I would like the ability to effective date different types of transactions - like a Customer row. We are a small Homeowners Association and so we typically know when a house is sold and w… (View Post)2 -
Re: Automatic Bank Feeds Not Reliable
Same here. The new bank connection was working fine - it took me a little to get used to having to wait 24 hours before I could pull in new transactions, but that is not a big deal. Now our account h… (View Post)1