please advise me.
when i import bank statement; Cash withdrawal imported as a Payment is there any way to consider it as Inter Account Transfers to my (Fund or branch safe), i can choose it as Expense Claims to the one who withdrawal the cash but i don’t know how to transfer it without using Journal Entries.
Patch
March 26, 2023, 8:34pm
2
Not yet but it is in the ideas see
I was helping a client enter data into Manager.io and we encountered a problem. They are a church and they usually transfer money from their local bank account into bank accounts of the head office for various projects. In an advice they list the bank accounts and the amount to be transferred.
The problem we faced was that, Manager.io can only transfer between two accounts. On one bank advice there was a transfer from one account into 6 different accounts and we had to enter all of them separat…
And
I would like to propose a feature whereby it allows to select two transactions and convert them to an Inter Account transfer.
Since i work with two bank accounts in different currencies i would prefer to use the Inter Account Transfer when representing the movement of funds from one account to another, This allows to more accurately represent any gains or losses from the resulting exchange.
Most of the time i am importing transactions into Manager by means of bank statements and this convert f…
For an interim solution see the guide on inter account transfers Post inter account transfers from imported bank statements | Manager