Commit Graph

706 Commits

Author SHA1 Message Date
6e0720c3b3 Less error prone 2022-01-19 08:05:43 -08:00
d6211c778b makes expected deposit linking work. 2022-01-13 08:08:20 -08:00
30bbf51011 Uploading invoices now attaches the file. 2022-01-12 20:53:12 -08:00
318ae3024c Minor cleanup tweaks 2022-01-11 10:45:06 -08:00
Bryce Covert
4da3789569 supports filtering down to just duplicates. 2021-12-23 10:38:07 -08:00
Bryce Covert
67cd9c909b last change before going and trying out new yodlee 2021-12-23 06:32:03 -08:00
Bryce Covert
58fd014082 import batch next 2021-12-22 21:47:37 -08:00
Bryce Covert
7489426ccb enormous refactor but simplified much! 2021-12-22 18:14:49 -08:00
563e1c51ff plaid 2021-12-20 20:20:40 -08:00
27ae8a15b7 other fixes 2021-12-19 13:05:23 -08:00
64720a4bd6 intuit import button and sysco importing. 2021-12-18 19:11:02 -08:00
1d312dd55d Adds the ability to suppress transactions 2021-12-16 07:26:02 -08:00
a76b84fd8d missing files. 2021-12-15 20:38:27 -08:00
26a949e63f New import approach to capture the batch. 2021-12-15 20:35:37 -08:00
1178e723d1 fixes client bug when investigating 2021-12-14 07:38:05 -08:00
0e49b9f493 beginnings of better import. 2021-12-03 09:21:39 -08:00
b0afa05c2e Preventing bad imports 2021-11-25 07:52:15 -08:00
06ea51a168 Adds ability to find expected deposits and link them 2021-11-24 16:50:13 -08:00
a857b45024 If user chooses Imported Entry, then the note will appear. Also add ability to exclude. 2021-11-17 22:11:40 -08:00
fe48373943 avoids duplicate invoices atomic, prevents query that causes warnings. 2021-11-17 21:50:12 -08:00
32eded1f9c Fixed UI 2021-11-05 16:51:42 -07:00
edeb1b1f2e added ability to reload the bank balances automatically. 2021-10-29 14:47:27 -07:00
43e0bc682a multi clients complete. 2021-10-23 10:18:09 -07:00
66ad411e3d Starting the process of multiple profit and loss, fixes numeric code bug. 2021-10-22 18:53:09 -07:00
16c0e679bc profit and loss changes for more than one client. 2021-10-22 07:02:10 -07:00
Bryce Covert
2d52c2b6a7 Revert "Revert "pnl""
This reverts commit 53fba14831.
2021-10-18 06:34:23 -07:00
Bryce Covert
d81096b8bc Revert "Revert "Prep to select more than 1 client""
This reverts commit 574023fea0.
2021-10-18 06:34:13 -07:00
Bryce Covert
574023fea0 Revert "Prep to select more than 1 client"
This reverts commit 085486043f.
2021-10-18 06:32:24 -07:00
Bryce Covert
085486043f Prep to select more than 1 client 2021-10-16 10:22:07 -07:00
Bryce Covert
acf61f497a Hopefully fixes the vendor dialog save. 2021-10-14 14:36:45 -07:00
Bryce Covert
e14f8ebe5a vendor changes and invoice changes. 2021-10-14 08:30:46 -07:00
Bryce Covert
20c2181770 added description 2021-10-11 18:36:58 -07:00
Bryce Covert
d20ae49e39 Adds support for transaction rules case insensitive search 2021-10-11 17:47:05 -07:00
e9c22d2279 Adds ability for bank accounts to have numeric accounts 2021-09-03 07:12:23 -07:00
e661c03206 Adding ability to choose comparison date for balance sheet 2021-08-31 07:35:14 -07:00
cbe0e77434 Fixed UI bug with transactions unable to autochoose accounts, added new locations 2021-08-18 20:51:22 -07:00
12d8aa8ad3 Add the ability to unautopay 2021-07-09 08:40:38 -07:00
f40d1f4fb8 Allows you to filter down to ccp-processor 2021-06-18 07:09:48 -07:00
7c98fe7d51 adds up to 10 in the drop down. 2021-06-16 16:02:50 -07:00
33912fe88d avoids double paying. 2021-06-14 07:29:50 -07:00
1188a03823 simple search fixes 2021-06-08 20:05:51 -07:00
88c4357dac User interface for seeing food apps 2021-06-05 07:38:24 -07:00
002dcfc5ac added basics of ccp processor visibility. 2021-06-04 23:01:59 -07:00
922c449bb0 Improves IOL. Adds saved queries. Adds expected deposits in app. 2021-06-04 10:50:27 -07:00
3243902515 minor fix for finding vendors. 2021-06-02 13:14:03 -07:00
6f06892759 should fix the vendor issue 2021-06-01 18:34:55 -07:00
9e1cc4c6f9 fixing trim issue. 2021-05-31 21:01:55 -07:00
bff7d4adf2 Added new typeahead approach 2021-05-30 09:16:56 -07:00
bcdc181f86 addressed all compilation errors. 2021-05-27 22:04:30 -07:00
766715cdde fix. 2021-05-27 13:49:14 -07:00