Improvement: Mass update transfers
News posted by John Fouracre 12 months ago
Following on from allowing refunds to be explained in bulk on an imported statement, our development team have now added the ability to explain transfers in bulk.
When creating a lookup rule, you can select Transfer in the Type drop-down field. The Type field has been moved to the top of this form.
After selecting Transfer, the form will be shortened allowing you to select the bank account the money is being transferred to/from:
If you use the mass update for this rule - all the appropriate transactions will be explained as a transfer.