Monthly Archives: May 2022

Public or Private Custom Fields

When setting up custom fields (by going to Functions/Setup/Custom Fields) you can now specify if a custom field is intended for internal private use, or is suitable for external public use. By default, all new and existing custom fields are … Continue reading

Posted in Whats New | Comments Off on Public or Private Custom Fields

New Percentage Split Transaction Import Rules

When loading transactions into the cashbook, sometimes a single transaction needs to be split into multiple transactions in order to record amounts against different transactions groups. The automatic transaction import process has allowed you do to this either manually or … Continue reading

Posted in Uncategorized, Whats New | Comments Off on New Percentage Split Transaction Import Rules

Running Total for Reconciliation

A new running total column has been added to the bank reconciliation screen. This makes it a lot easier to find any errors when comparing the transactions with a bank statement. You can go down the list of transactions looking … Continue reading

Posted in Whats New | Comments Off on Running Total for Reconciliation