JamieD admin
@samberner80 If you have changed your password for your bank login, you will more than likely need to reconnect your bank account with the correct login credentials in order for transactions to start importing correctly.
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- Username JamieD
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Re: Feature Idea: Tipping on Invoice
@5starkristin Hey there! I definitely agree that this would be a nice feature to have for sure, as it's something that we are currently exploring with our Payroll software (employers adding tips to a… (View Post)2 -
Re: How to attach Receipt to account transaction
@PushingRealEstate. Thank you so much for your candid feedback. It's really nice to hear that you are loving the software and your suggestion on how we can improve even more so. We're hoping to have … (View Post)3 -
Re: Regarding the pre paid expenses or pre payments
Hey @Hidy. When your mark an overpayment for a bill -- it will show up in the bills section only, we won't add a credit for future bills with that vendor (you will need to manually enter in this calc… (View Post)1 -
Re: Report of Sales By Product
Hey @Reed20009 @PPFAdministrator. Definitely appreciate your feedback here in terms of being able to generate a report for products & services (and filter those products individually). This is a … (View Post)3 -
Re: Checkouts - not for everyone?
Hi @KEphoto. As of right now, the Checkouts feature is only offered to our users in North America and on our latest updated software. With that being said, if you are in NA, you will be able to use t… (View Post)1
