Announcement: Faster contact creation in bank explain

News posted by Pete Jones 3 months ago

Create new contacts quickly in bank explain.

Simply type the contact name and it will be identified as 'New' and will be created when the transaction is saved. There's no longer a need to click on icons, deal with pop-up forms or re-enter contact names.

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If you want to add any further information about the contact, click 'Edit' below the contact field.

Note: For new contacts, Clear Books remembers the account code, VAT rate and currency on the first bank transaction and uses these as defaults for any future bank transactions, invoices, bills etc.

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