Hi all,
I have moved over from Desktop to Cloud and have notice some changes/differences.
The main difference I have notice is the bank statement upload.
It seems to not upload all the details that I have in the upload file.
Below you will see snippet of my CSV File and snippet of how the data where uploaded.
For instance, Reference is in the file, but its blank in Manager.
Payee is also in the upload file, but blank in Manager.
With my desktop version, when i uploaded all the infromation populated.
It crams Payee, Reference and Descripition from CSV file into once cell - Description in Manager.
Hello @Epic_Doors,
I don’t recall Payee field being populated from bank statement import, it gets filled by Bank Rules.
What version did you migrate from?
I will have to go and look. I still have the version on my old desktop, will check and come back.
But i do believe that the fact that Reference, Description and Payee are all added to the Description field, is not correct. Referenc should at least by populated as i can confidintly state that Reference have populated in the past with an upload file.