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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Re: How do I use the "Refund for an Expense" category?
Hey @AuroraRetail. Technically, what you can do in this situation is simply just categorize the income transaction that comes through (since it's a credit into your account) as a 'refund for bill pay… (View Post)1 -
Re: How to change your fiscal year-end
@TalieW Definitely appreciate the feedback here -- we might start to explore options for this, in terms of having the option for our users.. however, this is still far down the road and we don't real… (View Post)1 -
Re: How to change your fiscal year-end
Hey @Jess1. Thanks for providing us some insight here as to how this feature would be beneficial to you. While this is not currently on our roadmap for the future, this could be something that we imp… (View Post)1 -
Re: Time tracking
Thanks for everyones recent feedback in this thread here. While we don't have any immediate plans on implementing this feature anytime soon, we do still find it valuable to hear from our user base on… (View Post)1 -
Re: How to customize your invoices and estimates
@ossomach For sure. When you are creating an invoice, you should see the 'More Actions' drop down on the invoice itself. From here, you should be able to select 'preview as customer' to see what the … (View Post)1
