Receipts and Payments Tab has New Receipt and New Payment as the Primary Buttons.
Bank Accounts has the New Bank as the Primary Button
With the receipts and payments tab, you are effectively nudged to process Receipts and Payments Manually by using the Receipts Tab and Payments Tab. Bank Imports are so much more efficient, more accurate than using payments and receipts. Hence it doesn’t make sense to have the Payments and Receipts Tab effectively encourage an inefficient way of processing transactions as the default mechanism.
With the Bank Tab, because you never see the Bank Imports Button when you click the bank Tab, then for most people (myself included) I assumed the Bank Tab was mainly for adding a new bank account and occasionally looking at the transactions of a specific bank account.
In addition, the only way to reach the Bank Imports button is to know that you need to click on cleared Balance. When you click on Actual Balance it does not show the Bank Import Tab - why I don’t know!
Yes you can see the bank imports button at the very bottom of the Receipts and Payments Tab - but I don’t think that this is a suitable place for what should be a primary and default function that should be used regularly. It also (by it’s location in the tab) implies that it is something difficult to do like batch create, exporting.
Bank imports is sort of hidden in Manager rather than being a primary function that you use every day/week. This “hiding” of bank imports instead of making it a primary daily/weekly function to me is a flaw of the current Tab design of Manager because it implicitly encourages people to use manual payments and receipts for processing transactions.
Since I have moved to Importing my bank statements I have not processed a single receipt or payment manually. So the logic of having a tab allocating primary functions to a manual and very time consuming way of processing transactions really doesn’t make any sense and I personally feel is encouraging users to use bad accounting practices in terms of efficiency because they don’t know better.
Yes I acknowledge the fact that not every bank and every country has bank imports well setup. But that is another argument altogether.
I feel that Manager should be encouraging (nudging) people to using bank imports as the default way to process transactions, rather than payments and receipts. It saves so much time, is far more accurate and bank reconciliations take seconds now instead of hours. This should be a primary button in payments and receipts where most people expect to find it.
I hope that my main point will be appreciated. I want Manager to encourage people to use Bank Imports.