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e1298a1f94
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added the ability to credit invoices. Also made it so check numbers pop up for intuit even if they're not in the description.
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2022-02-10 12:40:09 -08:00 |
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24cc03ccd2
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adds total.
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2022-02-07 19:06:52 -08:00 |
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a50df489d8
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Multiple clients=no show for non-admins
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2022-01-20 07:17:14 -08:00 |
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6e0720c3b3
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Less error prone
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2022-01-19 08:05:43 -08:00 |
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d6211c778b
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makes expected deposit linking work.
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2022-01-13 08:08:20 -08:00 |
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deeadb16b6
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data cleanup, new metrics for data integrity, preventing bad clients that swap bank accounts.
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2022-01-08 07:28:14 -08:00 |
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Bryce Covert
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4da3789569
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supports filtering down to just duplicates.
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2021-12-23 10:38:07 -08:00 |
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Bryce Covert
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58fd014082
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import batch next
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2021-12-22 21:47:37 -08:00 |
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Bryce Covert
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7489426ccb
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enormous refactor but simplified much!
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2021-12-22 18:14:49 -08:00 |
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Bryce Covert
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a7c9d376bc
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got integration tests more or less working
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2021-12-21 12:33:34 -08:00 |
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563e1c51ff
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plaid
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2021-12-20 20:20:40 -08:00 |
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27ae8a15b7
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other fixes
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2021-12-19 13:05:23 -08:00 |
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64720a4bd6
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intuit import button and sysco importing.
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2021-12-18 19:11:02 -08:00 |
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e3eeb4e80b
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Adds intuit updater
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2021-12-16 21:20:51 -08:00 |
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1d312dd55d
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Adds the ability to suppress transactions
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2021-12-16 07:26:02 -08:00 |
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a76b84fd8d
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missing files.
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2021-12-15 20:38:27 -08:00 |
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35e7dda7af
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invoice fixups.
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2021-12-10 07:42:50 -08:00 |
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4a7215a74b
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Fixes two types of bugs.
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2021-12-09 08:53:36 -08:00 |
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0e49b9f493
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beginnings of better import.
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2021-12-03 09:21:39 -08:00 |
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1d32f19ce3
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taking care of errros.
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2021-11-25 08:36:24 -08:00 |
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4cef98e3c0
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fixes to prevent data issue.
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2021-10-29 18:59:52 -07:00 |
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Bryce Covert
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2d52c2b6a7
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Revert "Revert "pnl""
This reverts commit 53fba14831.
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2021-10-18 06:34:23 -07:00 |
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Bryce Covert
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d81096b8bc
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Revert "Revert "Prep to select more than 1 client""
This reverts commit 574023fea0.
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2021-10-18 06:34:13 -07:00 |
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Bryce Covert
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574023fea0
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Revert "Prep to select more than 1 client"
This reverts commit 085486043f.
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2021-10-18 06:32:24 -07:00 |
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Bryce Covert
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085486043f
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Prep to select more than 1 client
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2021-10-16 10:22:07 -07:00 |
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e9c22d2279
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Adds ability for bank accounts to have numeric accounts
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2021-09-03 07:12:23 -07:00 |
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e661c03206
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Adding ability to choose comparison date for balance sheet
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2021-08-31 07:35:14 -07:00 |
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12d8aa8ad3
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Add the ability to unautopay
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2021-07-09 08:40:38 -07:00 |
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f40d1f4fb8
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Allows you to filter down to ccp-processor
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2021-06-18 07:09:48 -07:00 |
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922c449bb0
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Improves IOL. Adds saved queries. Adds expected deposits in app.
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2021-06-04 10:50:27 -07:00 |
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4c764ed927
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improvements for payment finding
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2021-04-27 21:46:45 -07:00 |
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ec236ae979
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Changed rollup logic to consider cash
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2021-04-27 20:41:08 -07:00 |
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e3959b4cb0
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removed stupid bug.
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2021-03-22 21:24:29 -07:00 |
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b6671bf831
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undoing.
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2021-03-15 13:00:36 -07:00 |
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57bbcea608
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making engative payments more impossible
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2021-03-14 18:56:06 -07:00 |
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e2d3acd5c6
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added new fields.
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2021-02-15 20:46:56 -08:00 |
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a78ad47fda
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Added yodlee account balances
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2021-02-11 19:43:31 -08:00 |
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e920c48773
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Bank balances are visible + import invoices should be open
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2021-01-29 07:35:05 -08:00 |
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0a8cf7e2b1
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fixing monumental issue where everything was unlinked
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2021-01-27 17:28:45 -08:00 |
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d2c79bfe9a
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hotfix
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2021-01-27 14:01:34 -08:00 |
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8bb286b411
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preventing unmatched transacations from re-matching.
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2021-01-26 17:11:33 -08:00 |
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7eeb1737ab
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adding power user role.
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2021-01-26 09:52:28 -08:00 |
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c3bea47093
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fixes
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2021-01-26 08:19:48 -08:00 |
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97c05d1638
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unpaid invoice matching
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2021-01-25 11:12:43 -08:00 |
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Bryce Covert
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3a096fa0c7
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begun on unpaid invoice match.
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2021-01-24 16:25:51 -08:00 |
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Bryce Covert
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611ecc438d
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Adds ability to link across entities more.
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2021-01-24 13:25:41 -08:00 |
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Bryce Covert
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e2cdb3c719
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adds linkage changing date
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2021-01-24 10:00:13 -08:00 |
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Bryce Covert
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10785b9c85
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it's now possible to link across each entity type
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2021-01-24 09:45:13 -08:00 |
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Bryce Covert
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cb33e1e54a
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fixing UI for automatically paid when due
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2021-01-23 09:44:53 -08:00 |
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Bryce Covert
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c58608eca0
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staging now has autopay matching
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2021-01-18 07:40:37 -08:00 |
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