Bring back "Code or Match" on transaction screen.
complete
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Zoe Richardson
Please bring back the original transaction screen where it gave you an option to either match or code. I did not like it when it automatically prompted you to matching but now it is worse with it adding a line automatically. Especially if this is a transaction that needs to be matched. Its so many extra clicks and time.
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Mikayla - Farm Focus
complete
When coding transactions it now comes up with 'Match' and 'Code' so you can choose the action you would like to take.
Mikayla - Farm Focus
in progress
This is being looked into, we have investigated and are looking at bringing out an alternative so you can choose whether you want to code or match when clicking into a transaction.
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Annie Cates
I often Match from the transaction, and much preferred the option to select Match or Code
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Linda Hammerich
I was asked why don't I use the "Matching" screen versus using the bank transactions on the right hand side. At the time I couldn't remember, so I had a go at completing one of my clients 20th month bills through the matching screen. I remember now.
When you use the matching screen you can't enter the manual transactions - bank fees, interest, bank transfers. By the end of matching I was again having to scroll down (I already do a lot of this in Farm Focus) to get to the next page of transactions to match. And then I still have to go into the bank transactions on the right to code the manual transactions. It is much easier to use the save and next button and match everything through this screen.