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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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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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30bbf51011
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Uploading invoices now attaches the file.
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2022-01-12 20:53:12 -08:00 |
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318ae3024c
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Minor cleanup tweaks
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2022-01-11 10:45:06 -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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67cd9c909b
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last change before going and trying out new yodlee
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2021-12-23 06:32:03 -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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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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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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26a949e63f
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New import approach to capture the batch.
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2021-12-15 20:35:37 -08:00 |
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1178e723d1
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fixes client bug when investigating
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2021-12-14 07:38:05 -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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b0afa05c2e
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Preventing bad imports
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2021-11-25 07:52:15 -08:00 |
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06ea51a168
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Adds ability to find expected deposits and link them
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2021-11-24 16:50:13 -08:00 |
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a857b45024
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If user chooses Imported Entry, then the note will appear. Also add ability to exclude.
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2021-11-17 22:11:40 -08:00 |
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fe48373943
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avoids duplicate invoices atomic, prevents query that causes warnings.
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2021-11-17 21:50:12 -08:00 |
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32eded1f9c
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Fixed UI
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2021-11-05 16:51:42 -07:00 |
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edeb1b1f2e
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added ability to reload the bank balances automatically.
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2021-10-29 14:47:27 -07:00 |
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43e0bc682a
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multi clients complete.
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2021-10-23 10:18:09 -07:00 |
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66ad411e3d
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Starting the process of multiple profit and loss, fixes numeric code bug.
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2021-10-22 18:53:09 -07:00 |
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16c0e679bc
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profit and loss changes for more than one client.
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2021-10-22 07:02:10 -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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Bryce Covert
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acf61f497a
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Hopefully fixes the vendor dialog save.
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2021-10-14 14:36:45 -07:00 |
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Bryce Covert
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e14f8ebe5a
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vendor changes and invoice changes.
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2021-10-14 08:30:46 -07:00 |
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Bryce Covert
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20c2181770
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added description
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2021-10-11 18:36:58 -07:00 |
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Bryce Covert
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d20ae49e39
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Adds support for transaction rules case insensitive search
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2021-10-11 17:47:05 -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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cbe0e77434
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Fixed UI bug with transactions unable to autochoose accounts, added new locations
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2021-08-18 20:51:22 -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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7c98fe7d51
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adds up to 10 in the drop down.
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2021-06-16 16:02:50 -07:00 |
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33912fe88d
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avoids double paying.
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2021-06-14 07:29:50 -07:00 |
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1188a03823
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simple search fixes
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2021-06-08 20:05:51 -07:00 |
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88c4357dac
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User interface for seeing food apps
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2021-06-05 07:38:24 -07:00 |
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002dcfc5ac
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added basics of ccp processor visibility.
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2021-06-04 23:01:59 -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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3243902515
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minor fix for finding vendors.
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2021-06-02 13:14:03 -07:00 |
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6f06892759
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should fix the vendor issue
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2021-06-01 18:34:55 -07:00 |
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9e1cc4c6f9
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fixing trim issue.
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2021-05-31 21:01:55 -07:00 |
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bff7d4adf2
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Added new typeahead approach
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2021-05-30 09:16:56 -07:00 |
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