Duplicate Bank Transactions & Match Buttons

Duplicate Bank Transactions & Match Buttons

Hello,

we are ending up with duplicate transactions in our bank accounts, after searching for answers I found several users who encountered the same problem.

Our setup has several bank accounts including 1 main/primary account which the other, secondary, accounts share transactions with. It makes sense for us to categorise the transactions in the main account, then to match them in the other accounts. The problem is that we categorise in the main account, then go to the secondary accounts and the system will show the sparkly "Categorise" button, on the right of some transactions, which linked with the main account, so we hit "categorise" and this results in duplicates in the secondary account. Furthermore, we also have rules setup in the secondary account which also categorise, so under the"uncategorised" tab we see "recognised" transactions and accept those which also can result in duplicates.

What we would like to see is a sparkly "Match" button to match with those transactions that are shared with the primary account and have already been categorised in the primary account. Also, there could be a "Unmatched" tab next to the "Uncategorised" transactions where those transactions that were already categorised in the primary account can be matched in the secondary account.

Thank you

    Zoho Developer Community






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