Template Questions for Uncategorized Transactions
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Nick Brooks
When transactions are shared with clients, I'd like to be able to select what question populates in the memo.
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C
Christine Miller
this would be helpful for our nonprofit clients who use classes to track restricted funds. it would be nice to be able to send uncategorized transactions with a question of "what is this transaction for?" and have any transactions without a class selected to have a question of "What class should this transaction be coded to?"
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Nick Brooks
ex. When I'm in the "Transactions w/o Payees" report, instead of the standard question, "What is this transaction for?", I'd like to select from multiple questions:
-"Who is the vendor for this transaction?"
-"What location is this for?"