I like the new division between receipts and payments.
All that said, I’ve always used batch create to import bank statements for a lot of reasons, the main one the necessity to automatically populate a lot of custom fields.
Now that receipt and payments have been divided I have an issue since I would have to manually divide receipt from payments before batch creating. A lot of extra work. I think that it would be very useful if somehow we can still create both of them through only one list.
Why can’t you just sort the spreadsheet where you are adding the custom fields to separate receipts and payments, then copy and paste only one portion or another into the Batch Create window? You would just have to duplicate the headings.
Or do I misunderstand what you are doing?
That’s not so easy. I have a common output in just one listing of more then 10 bank accounts. Every column is mapped with the correct custom fields and also it filters inter account transfers. As said I find very useful the division but I had two main problems with this division:
I think that the gap between receipts and payments should be bridged since they were split
There must be a better way.
My final observation here strays a little bit from the subject. But I find it ironic that users (not you) complained so frequently that receipts and payments were combined. Now that they are separate, people are complaining that they are not unified.
What was old is new again and I’m not complaining
I waited for the division and find it very useful. So I am not complaining about it. What I am saying, as I said many other times, every change should also take into consideration the effects.
The split, since was not done at the beginning of the fiscal year, should first of all have taken into consideration the possibility to batch re-protocol the transactions. Batch updating thousands of transactions would be too risky also given all the recent issues with dates.
About my first issue I think that.@lubos can consider enabling somewhere the possibility to batch create with one list receipts, payments and inter account transfers.
To be clear, I am not saying anyone in particular is complaining. I am just amused by the change in comments. This just proves you can never please everyone.
Batch update in the bank account tab where receipt and payment are together?
But then he will have to do two separate batch updates to fill in the custom fields.
Under bank account tab you already have to possibility to batch CRUD the list of the accounts.
I think it could be left under receipts, payments and IATs in a common form with an additional column to classify if the transaction is a receipt, a payment or a IAT.
Would it be viable to make a feature request to add to bank rules the ability to specify custom fields? Assuming you are using the same data in custom fields for each payee/payer, this would negate the need to do batch create. Your aim should be to remove the need to do batch imports and rather to let bank import do the work for you. Is that viable in your case if bank rules had more functionality?