Hi there,
I love your feature of being able to assign transactions to projects and report on them. At the moment, I see that you can allocate invoices, estimates and orders to a project.
Is it possible (or in future thinking) to be able to just allocate a bank transaction to a project bi-passing the need to create invoices?
Many thanks,
David
I also asked this recently. Would be very useful
This would be very handy. As a charity we have a lot of regular donors to different projects or with gift aid. We only create sales invoices for their donations in order to tag them.
Currently project tags can be applied to invoices, estimates, purchase invoices and purchase orders.
It would be difficult having project tags on bank transactions as there’s quite a number of complexities in doing this to avoid double accounting when payments are linked to invoices. So I’m afraid this isn’t something were planning right now, of course if this becomes a more popular request we may rethink this.
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