Projects Shown on Bank Transactions

Another improvement to our accounting software based on feedback from our customers:

We’ve made it easier to identify which (if any) project a bank transaction is assigned to.

You can see the project number listed on the main list of bank transactions under the bank tab.

Secondly, it can also be included in the CSV download of your bank statements.

If you don’t already have projects enabled this can be done in Settings – > Project Settings

To enable the option to show the project information as mentioned above, go to Settings > Project Settings > Option 7 (Display assigned projects on Bank Transactions page).

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