Commit Graph

322 Commits

Author SHA1 Message Date
e1298a1f94 added the ability to credit invoices. Also made it so check numbers pop up for intuit even if they're not in the description. 2022-02-10 12:40:09 -08:00
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
Bryce Covert
2e1fab5fd0 improvements. 2022-01-04 16:28:29 -08:00
Bryce Covert
6ca4f0fb60 Datadog stats 2022-01-04 11:53:47 -08:00
Bryce Covert
e6229ef5d0 improving query. 2022-01-04 08:11:55 -08:00
Bryce Covert
07b6e69c26 Made statsd work\? 2022-01-04 07:35:00 -08:00
Bryce Covert
f7bec7a86c making tests pass again 2021-12-25 07:07:41 -08:00
Bryce Covert
4da3789569 supports filtering down to just duplicates. 2021-12-23 10:38:07 -08:00
Bryce Covert
58fd014082 import batch next 2021-12-22 21:47:37 -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
26a949e63f New import approach to capture the batch. 2021-12-15 20:35:37 -08:00
0e49b9f493 beginnings of better import. 2021-12-03 09:21:39 -08:00
06ea51a168 Adds ability to find expected deposits and link them 2021-11-24 16:50:13 -08:00
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
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
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
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
4c764ed927 improvements for payment finding 2021-04-27 21:46:45 -07:00
2e7a5238c7 Adds completely arbitrary queries 2021-02-25 20:25:37 -08:00
e2d3acd5c6 added new fields. 2021-02-15 20:46:56 -08:00
a78ad47fda Added yodlee account balances 2021-02-11 19:43:31 -08:00
e920c48773 Bank balances are visible + import invoices should be open 2021-01-29 07:35:05 -08:00
97c05d1638 unpaid invoice matching 2021-01-25 11:12:43 -08:00
Bryce Covert
3a096fa0c7 begun on unpaid invoice match. 2021-01-24 16:25:51 -08:00
Bryce Covert
611ecc438d Adds ability to link across entities more. 2021-01-24 13:25:41 -08:00
Bryce Covert
b00e2c5b60 Started added direct linkage 2021-01-23 10:24:55 -08:00
Bryce Covert
ce9d4b63fd Merge branch 'staging' into add-scheduled-payment-filter 2021-01-11 12:09:10 -08:00
Bryce Covert
664ec69868 tweaks. 2021-01-11 10:55:08 -08:00
Bryce Covert
d3232c70b2 working on UI. 2021-01-09 00:09:52 -08:00
Bryce Covert
c6dd929c86 Merge branch 'staging' into add-scheduled-payment-filter 2021-01-06 19:12:55 -08:00
Bryce Covert
c8da0697a2 last round fixes. 2021-01-06 19:12:14 -08:00
Bryce Covert
f0b31fe6d1 Adds transaction->autopay linking 2021-01-05 17:57:36 -08:00
Bryce Covert
d1433492ca fixes compilation bug. 2021-01-04 19:42:40 -08:00
Bryce Covert
a911371626 merged. 2021-01-04 19:26:32 -08:00
Bryce Covert
0f7a5c1f00 fixes for some issues found 2021-01-04 18:57:52 -08:00
Bryce Covert
544a69432c fixes for staging, parsing 2020-12-27 08:28:50 -08:00
Bryce Covert
3b39a6fa0a Most parts of staging ought to work 2020-12-26 14:10:51 -08:00