Improve Bank Statement Imports
Idea suggested by Andy Gambles 7 years ago
The bank statement imports system is frankly horrendous. It is completely non-user friendly.
I enter the majority of transactions manually as they occur. If I then import the bank statement matching them up to the manually entered transactions takes AGES!
I also have a FreeAgent account for another business. importing that bank statement takes about 10 seconds! It auto-reconciles the transactions already in place based on matching descriptions and amounts. If i import transactions that overlap a previous import it just says "x transactions ignored already imported" Clearbooks goes crazy with warnings and date selections making no effort to explain what I should do.
It is actually quicker for me to just manually enter and reconcile transactions than use the import tool!