Name of Feature/Request: Import Bank Transaction Details
What financial, time savings, or quality of life improvements will occur with this:It would allow us to match items in the bank feed.
Attempted solutions so far: We have to match one item, which is a roll up of all ACH transactions, then out of the 20+ it imports, we have to select the one that is in that category, then the rest we have to reassign and repeat 20+ times.
Step 1: Navigate to Online Banking
Step 2: Click on the “Outgoing”
Step 3: Click on Match Vendors
Step 4: Note “Description” for all transactions are transaction types ex “Other Debit(s)”
Step 5: Match one Transaction to it’s appropriate Vendor
Step 6: Note all Transactions listed as “Other Debit(s)” now match with that Vendor despite being associated to different Vendors
Step 7: Match the ones associated to the Vendor
Step 8: Change the vendor
Step 9: All unmatched transactions are kicked back to the first Online Banking screen
Digging deep - Any additional Why behind this request / How was this accomplished before Striven: Our prior ERP imported Transaction Details, not just Transaction Description.