Allocate and Add transaction on the one button
Idea suggested by Roger Moore 8 years ago
Problem: When you import the bank and allocate a receipt against an unpaid sales invoice usually it is one amount being allocated against one sales invoice for the same amount. Normally you click the allocate button alongside the relevant sales invoice and then need to scroll down again to hit the add transaction button to complete the posting.
Suggestion: Add a second small button to the right of the allocate button that allows you to both allocate and add the transaction at the same time with one click. You may also choose to reduce the size of the allocate button to accommodate this.
Result: This is s small improvement but reduces the number of clicks and time required to complete someone's books.