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 to categorize money reserved for quarterly tax payments?
@wmuench Hey Bill! In this situation, it sounds like you will want to create a holding account to allocate those specific funds (it could, technically be a money in transit account or a 'short term a… (View Post)1 -
Re: Restrict access for staff
We still don't have any update on improving user permissions I'm afraid @Kimblesnbits. I appreciate your patience on waiting for this, and as soon as we have an update we will be sure to let everyone… (View Post)1 -
Re: How to add a receipt to a journal transaction?
You can always still upload receipts into our software @Filmmaker, and you technically don't need to 'push' them to accounting -- however, the intention behind the Receipts feature is that you would … (View Post)1 -
Re: Notes Section Formatting
Hey @Chris_SHCC1 ! Definitely something that's on our radar (text formatting for invoices/estimates), as well as being able to change the font colour/size of invoice as well. We are always wanting to… (View Post)1 -
Re: How to record mileage
Thanks for the feedback here @FJM. While this currently isn't on a radar for a future roadmap, once we do have something in the works for this particular feature, we will be sure to let all of our us… (View Post)1
