Add client feedback to Description
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Jolene Fleming
I love the add client feedback to the transaction, however it gets lost in the memo field with all the bank transaction data. I would love to have this be added to the description line instead. This will keep it cleaner, and allow for high level P&L detail review. When a transaction looks out of place currently we have to click into the transaction to review the memo field. If it was in the description it would be noted right there in the financial review.
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Janisha Hill
100% this. It would save me so much time!
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Alison Kippan
I like this - though I think I would prefer the choice to add to Memo or add to Description as they have different functions for us.
For many of my clients, anything in the description will show up on the reports produced for their Grantors, so we have to be careful what goes on that line. Sometimes it is necessary to be in the report (description) other times it is for our reference only (memo.)