JustinA admin
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- Username JustinA
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New: Change Account Type
Hey Wavers! We’ve updated the edit account tool on the Chart of Accounts page to allow movement between different types (with some restrictions). To change the account type click the edit icon: Then … (View Post)2 -
Search by Amount
Since we launched the ability to search by description earlier this year, we’ve had numerous requests to enhance this functionality to allow you to search by transaction amount. This functionality cu… (View Post)9 -
Reconciliation Reimagined ⚖️
Hi Wavers! Our team has been hard at work completely reimagining Account Reconciliation. It’s now easier than ever to get your accounts reconciled, and feel confident about the accuracy of your repor… (View Post)4 -
New Transaction Modified Date Filter
Noticed your historic reports have changed and struggling to track down the root cause? Good news! We've introduced a modified date filter to the transactions screen to make it easier to isolate thes… (View Post)2 -
Re: Move transactions from business to personal
@limedaring and @phik Apologies for the inconvenience this change has caused for you. We're working on enhancements over the coming months that will allow you to connect a personal account to your bu… (View Post)1
