+2
Under review
Easier bank transfers
Ability to create bank transfers from the reconciliation screen. A matching transaction would be found on the opposing bank statement.
Customer support service by UserEcho
I support this enhancement. We get a lot of automatic transfers between current and deposit bank accounts.
It is currently very useful to create PROPERTY MANAGER Expenses and Income transactions (plus corresponding payments/receipts) directly from the bank reconciliation routines. This works well for picking up regular bank charges and rewards and many other supplier direct debits. It would be very useful to also be able to create a transfer between banks, or between a bank account and a credit card account whilst in the bank reconciliation routine.
When subsequently reconciling the other account affected by the transfer, the bank transfer entry would already be there.
I support this. I receive income from property in a trust and process this on Landlord vision as usual. But then I transfer this to my household account into my DLA.
It would be useful simply to have a tab that allows you to transfer from one bank account to another rather than having to remember all the details (date/amount) and do it manually in bank transfer
Oh, and I notice this was first suggested 6 and 4 years ago. Obviously not going to happen!!!
Hello
The last suggestion already exists.
Set up a liability account for your DLA if you don't already have one
On the Reconcile page, go to More Options > Ignore
Select the nominal account that you want to show the money going to
Click Ignore
The software raises a journal entry to show the money moving from the bank account to the nominal account
Transfers between accounts are slated for later this year
Kind regards
Roy
When inputting a transfer between accounts it would be nice to have the option to enter text - just in case the reason for the transfer needs to be recorded.