In this scenario I’m talking about bank reconciliations, but this goes for just about everywhere
Manager.io seems to lack easy ways to get to (what should be) linked items. For example, right now I’m trying to do a bank reconciliation. I am out on the particular day by $9, that’s fine because I can see that it’s something that I’ve paid and I have either
- allocated payment from the wrong account, or
- entered it on the wrong day
That’s fine, so let’s check it out… But I can’t. There is no direct link to that $9 purchase on that day, so I must open a new window/tab and manually search for that entry.
it would be “handy” if any one of these linked to anywhere*
- could link to the payment item itself, 2) could link to the suppliers invoices, and 3 could link to any and all transactions based on that date.
Luckily, because I have an entry for that day, I can just look to the supplier and look for invoices for that date (if it’s the opposite and I need to FIND the supplier, well, I have to log into my bank for that one).
SO I bring up the supplier for that date:
this is one way to check, but that’s not what I want, most links from here aren’t entirely helpful, this is the screen I really wanted:
from here I can directly check the invoice itself (edit) or the payment ($0 on the right). If any item labelled 1) in the first pic came hewre, that would be good.
Again, first world problems… lol
* @lubos, if you think there’s going to be too many links around the place, just make the highlighting of them less obvious. Underlines are already removed, I don’t think it would be an issue aesthetically.
As I mentioned, this is only for bank reconciliation, but when it comes to linking the entities, more links around the place would be better.