Asking a client what vendor a transaction is for & what type of transaction it is would be great. Currently I can only ask one question per transaction. However bank feeds are not always descriptive and for some transactions I don't know the vendor or type of expense.
M
Melissa Rhodes
You can do this now...create a custom question. I have one called Info/Vendor.... it asks "what type of expense is this or what is this for? And who is tbe vendor? All on one question.