Batch Change - Memo copy option

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george

24 Feb, 2018 12:28 PM

When you have a lot of different descriptions downloaded but they all refer to the same payee, you want to run a batch change to put them against the same description to allow you manage the view better.

Additionally, it would allow you link them to the address book option because the description is the same.

However, in order to cleanly reconcile against the bank account you downloaded it from with the slightly different name, you need an option in the batch change to copy the description into the memo field ... with the option to not copy / change if there's something already there.

In the attached example, I'd be putting the "Sainsburys S Smkt" into the memo field, and then batch replacing them with the desired description.
An option to do both actions at the same time also very useful.

  1. 1 Posted by george on 24 Feb, 2018 12:28 PM

    george's Avatar

    Image attached

  2. System closed this discussion on 26 May, 2018 12:30 PM.

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