<< Settings: Tab Management | Settings: Classic Reports >>
| Void Memo Automation | Automatically adds the original amount (prior to doing a void) into the memo when voiding transactions for future preferences. Custom Void Memo Name Automation, could override the name portion of the automated message that gets entered when a transaction is voided. |
| Show Journal Normal Balances | Creates a button to see the normal balances of an account (if a debit increases the account or decreases it). |
| Copy Bank Info to Memo In Transactions | Creates a button that quickly copies the value of the bank memo into the Memo for a transaction while inside a transaction page. |
| Sales Transaction Item Lock | Adds a button that allows user to “lock” the description, qty, and amount of a line item while they change the item (product/service) and not lose the info that is there |
| Copy Bill Memo to Bill Payments | Copies the Bill’s Memo IF the bill payment (‘Mark as Paid’) is initiated from the original bill, copies it to the bill payment |
| 1099 Account Mapping Enhancements | Adds a shift-click functionality to selecting accounts in the 1099 screen and adds a ‘Make All NEC’ button to batch change all the accounts to file under the NEC filing type. |
| Untransfer Button in Bank Feeds | Creates a button in the bank feeds that automates turning all transfers on the page into normal ‘categorize’ type transactions. |
| Google Memo in Bank Feeds | Adds a button to the bank feed that allows you to quickly turn the memo of a bank transaction into a Google search. If you highlight some text in the memo – it will be searched instead. Sub-option to choose Bing instead WORKS IN NEW BANK FEEDS BETA PAGE |
| Search Using Perplexity in Bank Feeds | Create a search similar to ‘Google Memo’ but using the AI tool ‘Perplexity’ which uses multiple AI models WORKS IN NEW BANK FEEDS BETA PAGE |
| Bank Feed Additional Detail | Adds the original Bank Text in addition to the Bank Description (Intuit’s cleanup version of the Payee which is often correct but sometimes very incorrect!). Shows as red text in bank transactions WORKS IN NEW BANK FEEDS BETA PAGE |
| New Transactions Button in Bank Feeds | Quickly create a missing transaction being created from within the bank reconciliation screen and opens on same TAB. Menu is also accessible via CTRL SHIFT E. Bonus: it contextually selects the account you were in for all transactions except Journal Entries WORKS IN NEW BANK FEEDS BETA PAGE |
| Reconciled Transaction Indicator | Adds a ‘(Reconciled)’ indicator at the top of transactions if they are reconciled. You can also click on the ‘Reconciled’ indicator to check that all parts of the transaction were reconciled |
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