Posted 5 years ago by AccountsPortal Gidon
Previously when importing and processing bank statements, the value in the Payee field was not transferred to a transaction field. The Payee field was only used to determine the relevant Bank Import Rule.
This restriction has been removed. When assigning the Payee field, you can now select from one of the following options:
This means that it is now possible to include the Payee's name in your transaction, making it easier to cross-reference at a later date!
Entrepreneurs’ Relief - an Overview of the Budget 2018 Changes
Making Tax Digital for VAT - What Types of Software Are Out There?
Converting to Cloud Accounting Software
Are You Ready to File Your Tax Return?
How to Disagree with a Tax Decision by HMRC
Budget 2018: Key Points for Small and Medium-Sized Businesses
Finance Bill 2018-19 - Changes to Late Return Penalties
How to Prevent Issues Arising with Your Business' Cash Flow
Could Your Business Claim More Tax Relief?
AccountsPortal Recognised as a MTD Software Provider by HMRC