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by Jill Feiler on Dec 8, 2022 10:47:59 AM
Feature Releases
Feature to Move a transaction back to Unassigned in a Current Period
A transaction can now be moved back to unassigned in case it was assigned to the incorrect sub from the “Unassigned” transaction list. This allows the user to correct any mistakes if the subacct that the amount was moved to was incorrect.
This is available on the org dashboard as shown
Click on the amount of the transaction you wish to reassign. It will open the transaction details pop up that will have a button to “Unassign” again. This will revert the transaction back to “Unassigned” status so it can be moved to the correct subacct.
Coming Soon
More Updates on Statements
Summary statement will include a transaction detail which will be optional per FI.
