LAD
Hello Wave!
I have to share feedback on the new site format. The Account Transaction section is much harder to use now and I don't think that was the intent. For example; 1) The old site allowed for editing a transaction without losing half the screen and I decided when to expand it. 2) In the old site, when you split a transaction, it actually split the transaction. Then you could edit each transaction separately. Now you create sub-transactions to a master transaction. For companies, this does not make sense. If there is 1 deposit that addresses different transaction categories and that is all, then this might work if they don't want to edit the details of the transaction. But, if I want to look at my AR report and cross-reference my invoices with my deposits and I put the Invoice # in the name of each deposit for ease of reference, this can no longer be done as each transaction is not separate. I have other reasons also but it is too long for this comment.
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Re: All about automatically categorizing transactions
The annoying popup box that does nothing is only one major issue with this upgrade. The workflow process completely changed, reports and drilldowns create new windows, end of year reconciliations hav… (View Post)3
