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20 Mar, 2019 03:19 PM
I recently upgraded to 2019 and on the whole it looks pretty similar to my previous version. There is one small thing I cannot sort out though and that relates to transaction entry. In the column headed Cheque# on my old version I had direct debit, ATM etc. I cannot work out how to add these descriptions to the systemm. I looked at the manual I have (2015 I think) and what it says in there does not seem to work. Do you have a new manual or can you tell me how to do it
on 20 Mar, 2019 03:31 PM
Albeit not that intuitive, if you click on "Summary" and then click on Account > Edit Account, you will see the options for adding, or removing the entries that become available in the Check # column.
There isn't a new manual, but a list of Knowledge Base articles can be obtained from:
Hope that this helps,
Tony (Not from MD Support)
on 20 Mar, 2019 03:38 PM
Thanks a lot. I wonder why I couldn’t see that!
on 20 Mar, 2019 03:42 PM
You're welcome. Haha, right? That one had me confused for the longest time!
Glad that you're all set.
Take care and thanks for reporting back :)
on 22 Mar, 2019 11:28 PM
I am also unable to import OFX files from my Citizens One credit card. It just says "There was an error importing the file".
I updated from 2017.10 as that was giving me a different error
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