Export of Bank Transactions

Hi

Firstly, QF I have to say you are doing a great job, keep up the good work QF team

I was wondering if it was possible to have the bank reconciliation info (tagged info) when exporting Bank transactions. (tagged transactions), on the spreadsheet too.

Additionally, tagged transactions in bank page, an option to bulk tag my ‘tagged invoices’ to a project from within the banking area

thanks

Hi @donor_relations

Thank you fir the positive feedback! :slight_smile:

I’ll mention the export changes to include tagged information to a colleague. I know this can be done at the moment via Sales >> All Payments.

As for project tags on the bank screen, I don’t think this would be do-able as the tags are assigned to invoices rather than payments.

[Edit]
Just a quick update. We’ve added the export change to include tagged information to our planner. I’m not able to specify a timeframe at the moment, but we’ll keep you updated.

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