Mass update for transfers on bank import

Although this thread is from some time ago, I wanted to respond that this feature was implemented. You can save all matches with a bank transfer import rule with one click.

Thanks, will give it a whirl

Yeah no worries, all understood.

The transfer will still be exactly the same, it won't go into a different account or anything like that, it'll just be classed as a rec/pay by the system attached to the new 'transfers' entity rather than an actual transfer - but makes no difference to you whatsoever.

Hard for me to explain beyond that, just trust me when I say it'll work.

As for a workaround being ok 3 yrs after the issue was first raised (and presuming it was an issue long before that too), I beg to differ re it being fine but that's another story for another day ;-)

We use it for card payments received from customers. Each day there will be, for example, 100 customer receipts paying into what I'm calling the "holding" account and 2 withdrawals (transfers) from it into the bank account. These withdrawals are the batch payments we see into our current account (so about 60 / month). We do it this way because, when everything balances to zero, we know we're okay and all the transactions have gone through as expected.

Apologies but slightly confused - what's the purpose of the holding account?

Thanks, Kevin, a workaround is fine by me.

Where I was transferring funds into a holding account, I would now be transferring into a holding entity called "transfers". How would I then withdraw funds from that entity?

Mark

A workaround....

Create an entity called 'transfers'

Create a look-up rule that will action the transfer as a pay/rec against that entity

Hit MASS UPDATE

Job done!

As I'm mindlessly, endlessly clicking "confirm transfer", occasionally failing to stop my finger for one that wasn't part of the bulk, I second this.

Hi Kevin,

Thank you for your suggestion.

I have raised it internally with our Development Team.

All the best.

Polite bump as I sit here doing endless transfers...