Transaction Descriptions on Banking Page
under review
Z
Zach Doerflein
It would be great if the descriptions added for individual lines on a journal entry could show on the banking page at a glance, with a setting you can toggle on/off. For example, for payroll journal entries there are sometimes multiple withdrawals from a bank account for taxes, direct deposit, and individual checks. I like to add check numbers to the description line for checks within the payroll journal entry. If this pulled over on the banking review page at a glance, it would improve efficiency greatly for matching those checks. Sometimes there are also checks for the same amount!
Patrick Combe
Hey Zach - This makes sense! I would love to learn more about this use case. Would you be able to share some screenshots of what this experience looks like for you currently? feel free to email them to patrick_combe@intuit.com
Julian Contreras
under review
Thanks for your feedback! Our team will review your submission.