Mass update for transfers on bank import

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

Hi Kevin,

Thank you for your suggestion.

I have raised it internally with our Development Team.

All the best.

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.

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!

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?

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

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.

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 ;-)

Thanks, will give it a whirl

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.